Credit Card on File

Introduction Video

 

Tutorial

As a Yardbook user, you already have the ability to accept customer payments online. When you send an invoice, your customer sees a Pay Now button.

Many of our businesses have asked for the option to store customer credit cards on file and charge those cards automatically when invoices become due. We’re excited to introduce this feature in our latest release.

Set up

Credit Card processing (Stripe) must first be enabled in order to use this feature.  If you have not already done so, please follow the instructions here to set up Credit Card Processing first.

Add a Card

To add a customer credit card, first navigate to Sitemap -> Credit Card on File -> Manage Credit Cards

This will take you to the Manage Credit Card View.

 

You can select a customer and click on the “Send Add Card on File” link.

This generates an email containing a direct link for your customer to securely enter their credit card information.

 

 

Alternatively, when customers view their invoice online, they’ll see a Store credit card on file link.

• To learn more about this feature, click here.
• If you prefer not to display that link on the invoice view, you can disable it under Invoice Settings

 

Charge a Card

You need to create invoices before you can charge a credit card.

Once your invoice(s) are ready, you can go to the Charge Credit Card View.

Sitemap -> Credit Cards on File -> Charge Card on File

In this view, you will see a list of pending invoices for which you have a credit card on file.You can enter an amount to charge, then click on “Charge Card”. After the credit card charge is processed successfully, Yardbook will automatically generate a payment for the charge, and apply it against the invoice.

Charge Multiple Invoices at Once (Beta)

You can also charge multiple invoices at once using batch mode.
Select the invoices you want to charge (or select all), then click “Charge Selected Invoices” to process them automatically.

Automatically Send Confirmation to Customer

Click here to learn more

Issue a Refund

If you would like to issue a refund for any prior charges, you can do so in the “Issue a Refund” page.

Sitemap -> Credit Card on File -> Issue a Refund

Add More Cards

If you’d like to add more credit cards for the same customer, you can do so in the Manage Credit Cards View.

Sitemap -> Credit Card on File -> Manage Credit Cards