Saving Customer Payment Cards in Clava
You can easily save a customer's card details to their account when making a sale in the Point of Sale (POS) system, even if you're not using the card reader. This is useful for things like:
Subscriptions: Monthly memberships or recurring payments.
Packages: Auto-renewing packages or punch cards.
Here's how to save a card during a sale:
Add items to the cart: As usual, add the items your customer wants to buy to the cart in the POS.
Payment: Select the 'Card' option as the payment method.
Toggle 'Use existing card' (if necessary): If this is the first time saving this customer's card, make sure the 'Use existing card' toggle is turned off.
Enter card details: Carefully enter the customer's card details (card number, expiry date, and CVV).
Save the card (optional): By default, the 'Save Card' option will be enabled. If you or the customer prefers not to save the card, simply toggle this option off.
Complete the sale: Once you've entered all the information, complete the sale as usual.
Saving a card to a customer's profile:
You can also add a card to a customer's profile directly:
Find the customer: Look up the customer in the system.
Go to their profile: Open the customer's profile page.
Access their 'Wallet': Find the section for the customer's 'Wallet'.
Add a new card: Click the button to add a new card and enter the details.
Important Note: Customers can have as many cards saved to their account as they like.