Knowledgebase
19Important & Helpful Info 2Sales & Quoting Tools 8Add Customers & Services 9Customer Billing 12Phone Numbers 106Hosted PBX 15SIP Trunking 15Microsoft Teams Direct Routing 6IP Fax 2Audio Conferencing 15Platform Settings 7Platform Reports 10DLC - SMS Registration Requirements 25Router & Network Help 4VoIP Troubleshooting Tools 7Release Notes
Knowledgebase:
Add a Card on File to a Customer
Posted by Albert Diaz, Last modified by Albert Diaz on 06 September 2018 12:03 AM

Partners that have activated one of our credit card merchant integrations are able to accept credit card payments from their customers directly within the RingLogix App.

To accept a credit card payment, you must first add the customer’s card to their account. After a card is added it can be used to automatically pay their monthly invoices and for manual attempts whenever needed.

 

Adding a Card on File.

  1.        Login to the RingLogix App.
  2.        Search and Select an existing Customer.
  3.        Make sure you are in the Billing area.
  4.        Click Edit on the Credit Card on File section.
  5.        Complete the card details form.
  6.        Click Save.

*Note:See Platform Settings > Credit Card Integrations for more details on compatible merchants.