Saving a client's payment card details allows you to use it for payment in the future. This is particularly useful for taking payment for no show fees.
The system works by sending the client an email or SMS with a link to a secure page where they enter their card details.
At no time are the card details visible - they are securely stored with encryption. Only the last 4 digits will be recorded in Collums.
Save payment card details
Open the client card > GENERAL > SAVED CARDS
Click "Add new card"
Select how you wish the link to be sent and click "Send Link"
The status of the card will be "Pending" until the card details have been saved. Once this has been completed, the card type and last 4 digits will be visible.
You can save as many cards as you wish.
Use a saved card to take payment
Once you are ready to take payment for an invoice
Use the blue "Coherent payment" payment button and click "Take payment"
Select "Use saved card" and choose the saved card
Select the card and click "Paty Now"
Reasons why payment might fail
Not enough funds on card
Security/fraud challenge
Card has been cancelled or reported lost/stolen