Saving a customer's credit or debit card in their ServiceCore profile helps you get paid faster and makes payments more convenient.
Before You Start
- You will need Manager, Admin or Owner level permission to add credit or debit cards.
- You must be set up with CardPointe, our authorized payment processor, to store card details.
- For more information about using CardPointe with ServiceCore, contact our Payments team at ServiceCorePay@servicecore.com.
How to Add a Credit or Debit Card to a Customer’s Profile
Follow these steps to save a customer's card on file:
- Search for your customer in ServiceCore.
-
Select the customer’s profile from the search results.
- Click the Credit/Debit Cards tab.
- Click Add Credit/Debit Card
- Enter the card details.
- Click Save
What Happens After You Save a Card?
- The saved card will be available as a payment method when recording a payment for this customer.
- If the customer is on recurring billing, you can enroll them in autopay.
For any questions about payments, reach out to our Payments team at ServiceCorePay@servicecore.com.