What's New:
1. Add Cards for Custom Payment Providers
- Businesses can now allow customers to securely save their card details or any other payment method details when using supported custom payment providers.
- Offer a faster, more convenient checkout experience by letting customers store payment methods for future use.
- Build customer loyalty by reducing the need for repeated payment data entry on future purchases.
- The methods visible in the addition flow would depend on what's available with and provided by the custom payment provider.
2. View Saved Payment Methods
- Businesses can now enable customers to view their saved payment methods linked to supported custom payment providers while making payments from 'Charge Now' or 'Record Payment' from Invoices.
- This is not available for off-session payments where a subscription or one-time product is connected.
3. Off-Session Charging Support
- Businesses can now securely charge a customer’s saved payment method off-session, provided the custom payment provider supports it.
- Support delayed payments without requiring customers to be actively present.
- Recover missed or pending payments more efficiently by leveraging saved payment methods for off-session transactions.
Technical Document Link:
Where is it available?
- Contacts > Contact Details > $ icon > Actions > Add Card on File
- Contacts > Contact Details > $ icon > Actions > Charge Now
- Payments > Invoices > Record Payment > Charge a Card
Visuals:
