How do I save a client's card details?

Admins can save clients' card details by navigating to a client's profile and clicking the 'Save card' button under 'Payment Details'.

Can customers choose to save their card when paying?

Yes, customers can choose to save their card when paying if they wish. When a client follows a link to pay by card, they can choose to enable the box for 'Save card information for easier future payments'. The client's card details will then be saved to their profile for future payments.

How can I add the card payment fee onto the invoice?

You can add card fees to your clients' invoices by navigating to System > Settings > Payment Integrations > Card Payments and selecting 'Add Card Fee'. You can then enter either a fixed or a percentage card fee. Submit your changes by clicking 'Save'.

Why are there two different messages that a client would see when choosing to save card details on the payment screen?

You might notice that there are two different messages that appear for clients when choosing to save card details on the payment screen. These messages would appear differently depending on how you have your accounting settings set up. Here are the two types of messages that would appear:

Default: 'Save card information for easier future payments’

When Auto Charge is enabled: 'Save card information for easier future payments. Please note this may mean you are charged automatically in the future.'

Can I automatically save a clients card details when they are paying?

If you want to save a clients card details when they are paying, then you can enable this in your system settings. Navigate to System > Settings > Payment Integrations > Card Payment Integration , and enable the box for ‘Force Saved Card’. TutorCruncher will then automatically save a clients card details when they are making payments.

Is there a way to save a client's postcode with their card details?

If you want to make it required for a client to enter their postcode when saving a new card, then you can enable this in your system settings. Navigate to System > Settings > Payment Integrations > Card Payment Integration , and enable the box for ‘Require zipcode/postcode when saving a new card for a client’.

How do I delete a card from a client's account?

To delete a credit card from a client's profile, go to their profile, then click the button 'Edit card details' on the top right, and click the bin icon next to the card you wish to delete.

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