CoreBridge offers the ability to securely store credit card information to make checkout easier for your return customers. This ability applies to Integrated credit cards.

Managing Saved Payments

Managing Saved Payments within your system is now more convenient.

1. Navigate to Sales Module > Customers and select the customer from the list.

2. Select the Manage Saved Payment Methods button.

This will open up a new modal to manage the saved payments for that customer.

a. Use the dropdown to select appropriate Location, if applicable.

b. Click on ellipsis to open menu and manage the payment option as needed.

Note: Selecting Edit will bring up a screen to allow you to edit the information on the credit card. Once you have completed making changes, scroll down to the bottom to select Save.

Note: You can sill manage payments from the Enter Payment screen as well.