Planning Pod provides the ability for you or your customers to save their credit card information to simplify making future Invoice payments. This is a handy option if you plan on using our "Auto-Pay" invoice payment feature; if your clients want to save time entering their credit card information every time they make a payment to you; or if you need to maintain a client's credit card information on file in case you need to charge them for additional fees, damages, etc.
NOTE: Any saved credit card information is stored with the merchant payment processor you have connected to your Planning Pod account; Planning Pod does not store this information on our servers. All of our payment processor partners are PCI Level 1 compliant, the highest and most stringent level of compliance required of credit card payment processors.
To Save Client Credit Card Information for Future Transactions:
There are three ways in which customer credit card details can be saved for future transactions:
- Via the client's Contact profile - If click on "Contacts" in the main navigation bar of your account and click into a client's profile there, you will find a section labeled "Payment Methods". By clicking on the plus icon next to that heading, you can add and save a client's credit card details for future use.
- Via online credit card payment forms - When clients click on links in Invoice emails sent from your account or when you process a manual credit card payment from inside an Invoice, there is a checkbox option to save the credit card information being used for that transaction.
- Via the Client Portal - If you provide a client with access to the Client Portal, they can log in and, on their portal Home Page screen, click on the "My Payment Methods" area to save a new credit card. They can also view their saved credit cards here and remove them, if desired.
NOTE: If you are using PaySimple as your primary merchant payment processor, all credit card details will automatically be saved; there is no checkbox option to save or not save details.
Once a credit card has been saved, you can view all saved credit cards for a client by going to the main "Contacts" area of your account; clicking on that client's Contact profile; and viewing their saved credit cards in the "Payment Methods" area. You can also remove saved credit cards here.
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