Add Customer Credit or Debit Card

One way to ensure you get paid quicker is by adding your customer's credit or debit card to their ServiceCore profile.

In this article we will walk through the steps to add a credit or debit card to your customer's profile.

Before You Start

  • You will need Manager, Admin or Owner level permission to add credit or debit cards.
  • If you would like to add credit or card information from customers, you must first be setup with one of our authorized payment processors: Clover Connect or We recommend Clover Connect because it offers special rates for ServiceCore customers. For more information about Clover Connect and how you can use it along with ServiceCore, check out this page for more information.

Add Customer Credit or Debit Card 

To save a credit or debit card for a customer, follow these steps:

  1. Search for your customermceclip0.png
  2. Click to View Customermceclip1.png
  3. Click the Credit/Debit Cards tabmceclip1.png
  4. Click Add Credit/Debit Cardmceclip0.png
  5. Fill out Credit/Debit Card Detailsmceclip0.png
  6. Click Save

After you a a customer card on file

Now that you've securely stored the card in ServiceCore, this customer's card will appear as an additional payment method when recording a payment on a customer's invoice. 



Additionally, if you do recurring billing for this customer, you can enroll them in autopay.



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