Card on File

October 01, 2024October 01, 2024

The system is able to allow you to save multiple Cards on File for your customers. These can be used in several areas of the system, but are not yet usable system-wide. They can currently be used for:

  • The Register (If you have the customer loaded and use Card as a payment method, see below), and
  • Subscriptions
  • Payment Plans

It will only work if you use our integrated processing with Rain POS Payments.

You can get to this part of the system by clicking Customers > Customers and searching for the customer, then clicking on the name to open the profile.

You can add cards on file on the left side of the panel by clicking the Add button, as pictured below:

cof 01.jpg

Cards saved on file will appear in a list below the Customer CC heading. If you click to add a card number, you'll see a simple interface to do so, and you can just swipe the card to add it. You'll need to be signed into a Till that has an integrated processing terminal configured if you want the system to verify the card is valid. You can also choose to manually enter the card info if you like.

cof 03.jpg

With a card on file in the account, you will be able to allow the customer to use it for any payments requiring tokenization. For example, at the Register, with the customer loaded, if you use Card as a payment type, you can choose to use a Card on File without having to swipe it, so it's useful for phone orders or other situations where you wouldn't normally be able to swipe a card. You can also add a new card on file using this interface with the Save Card on File checkbox. Here is how it shows up when using Card as a payment method:

cof 04.jpg

In the Subscriptions module, if you go to Products > Subscriptions and click the gray-circle on the far left with the number of subscribers, you are able to see a list of all subscribers and the status of their subscriptions. If you click on a customer name, you will see the following, and any saved cards on file will be available in the drop-list pictured, and new ones can be added, if needed:

subscription card on file.png

Please note that customers will also be able to use their card on file when doing an online Subscription signup. Also note that at this time, the shopping cart for web orders does not integrate with this feature, so for normal web orders, customers will still need to enter their card information.