Add a card to a customer's account in talech Register to securely store card details for repeat or recurring payments. If Card on File is not currently included in your subscribed services, please contact your sales representative.
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In this article
- Set up the card on file
- Use the card on file
Set up the card on file
- On Register, go to Dashboard > Back Office > Customers.
- Select an existing customer or select the + button on the top right to add a new customer. If adding a new customer, fill in the customer’s information before moving on to the next step.
- Scroll down the customer profile and select Credit Card on File near the bottom.
- Input the card info and select Submit.
- Once the card is successfully added, select Back.
- Select Save in the top right to save the changes to the customer’s profile.
Use the card on file
- Start a new order and select the Customer name field to search for and add the customer.
- Once done adding items to the order, select Pay.
- Select Credit as the payment type and the option to use the card appears in the bottom left. Select Use Card on File and process the transaction.
Need more help?
- talech training & device support: 1-888-995-1998
- Paytura merchant support: 1-855-4-PAYTURA or contact Paytura