Manage saved cards and bank accounts
Save a customer's card or bank account while taking a payment, see what's saved on their company page, and know what happens to saved cards when your Stripe setup changes.
A card or bank account is saved during a payment: tick Save this credit card for future purchases on the payment screen and it's kept for next time. Saved methods are listed on the company's Payment Methods page, and whoever pays can pick one instead of typing the details again.
Applies to: shops with Stripe connected. Employees taking payments for a customer, and customer contacts with the Make Payments permission.
In this article
Save a card or bank account
- Start a payment from the company page or the order's page.
- Under Pay With, choose Credit card or Quick-Check (bank account) and enter the details.
- Pick the billing address for the card or bank account from the company's billing addresses (the default is already selected), or choose Add new billing address, which also saves it to the company's addresses for next time. A payment can't go through without one.
- Tick Save this credit card for future purchases (or the matching box for a bank account).
- Finish the payment.
Cards and bank accounts are added during checkout, as part of a real payment. If the company has no billing address yet, the payment screen links to the company's edit page so you can add one. On some older Stripe setups the Payment Methods page also has add forms; those don't ask for an address.
See a customer's saved methods
Open the company and go to its Payment Methods page. It lists Bank Accounts and Credit Cards saved for that company. Customers see the same list for their own company.
Pay with a saved method
On the payment screen, pick the saved card or bank account instead of entering new details, then finish the payment as usual. See Take a payment for a customer.
Things to know
- Card details never sit in Allmoxy. Stripe stores them and Allmoxy keeps a reference, so your team can't see full card numbers.
- Changing to a different Stripe account or payment setup hides cards saved with the old one. Customers save them again on their next payment.
- Allmoxy charges a saved card on its own in only two cases: product subscription renewals that have a card attached, and paying a B2B supplier when a customer's order includes prepaid supplier items. Everything else is paid by a person.
- The Credit Card Expires Soon trigger can email a customer before a saved card expires. See Email invoices and payment reminders automatically.