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How to Store a Credit Card on File
Pre-emptively storing a customer’s credit card on-file supported by Point of Rental. You can save a credit card on file from the customer record and from a contract.
Please be aware a $1.00 pre-authorization is performed to the card which will expire on its own. This is to retrieve a secure token for the card. Only one card can be stored at a time.
To store a credit card on the customer record:
- Navigate to Program Menu > Counter System > Customer Dashboard
- Search and select the desired customer
- Double-click on the customer name, in blue, to open their customer record
- Click Tools > Store Credit Card
- Either click Customer Swipe or Manual Entry.
To store a credit card on a contract:
- Modify the desired contract
- Click Tools > Set Credit Card
- Either click Customer Swipe or Manual Entry.
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