Can my customers save their card details in the customer portal?
There are two ways by which your customers can enter their card details in the customer portal:
Enter Card Details for the First Time
- Log in to the customer portal using the portal URL and credentials.
- Click Invoices on the left sidebar.
- Click Pay Now next to the invoice for which the payment is being made.
- On the page that appears:
- If the mode of payment is credit card, go to the Credit Card tab, agree to the terms specified, and click Proceed to Payment.
- If the mode of payment is debit card, go to the Debit Card tab, agree to the terms specified, and click Proceed to Payment.
- Enter the card details. If the card will be used for future transactions, check the save card securely for future payments option and click Proceed.
- Enter the address and click Pay Now.
- Enter the OTP sent to the mobile number and click Submit.
The amount will be deducted from the card and the card’s details will be saved for future transactions.
Add a New Card
- Log in to the customer portal using the portal URL and credentials.
- Click Invoices on the left sidebar.
- Click Pay Now next to the invoice for which the payment is being made.
- Click Use another card, agree to the terms specified, and click Proceed to Payment.
- Enter the card details. If the card will be used for future transactions, check the save card securely for future payments option and click Proceed.
- Enter the address and click Pay Now.
- Enter the OTP sent to the mobile number and click Submit.
Your customer’s card will be saved in the portal and they can use it to pay for transactions.