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Default payment cards on file

This guide explains how to upload a customers card to the Clava platform and set it as the default payment cards.

Updated over a week ago

Navigation basics: Customer > Select a customer > Wallet
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Both staff and customer can edit, delete and set a default credit card on a customers account.

Adding a new card and setting default payment card.

  1. Visit the customers profile

  2. Navigate to the customers Wallet by choosing 'Wallet'

  3. Under Payment Methods select 'Add new'​
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Add in the new card details and click 'Submit', note: The new card will be set as the new default payment method and used for all existing and future membership renewals and payments.

  • The customer now has 2 payment methods in their wallet.

  • Either one can be set to be the default payment card.


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