Save a credit card on file to quickly process routine charges and make the checkout process speedier for clients! Cards can be saved in the client card on the back end - or, clients can save cards on file whenever they are making a payment online (Stripe only). 

Save a credit card on file in the Client Card

To save a card on file in the Client Card for future use, please do the following:

1. Start in your vcita account and go to your Clients list.
2. Choose the client from the list.
3. In the pane on the right-hand side, expand Saved credit/debit cards and click Add Card.
4. Enter the credit card details in the popup.
5. When finished, click on Add

Charge a credit card on file

Taking a credit card over the phone or at the point of sale (POS) is a convenient alternative to online payment. You can directly charge a card for any payment request and even save the card for future use.

1. (Find open payments in your Payments dashboard or in the Payments tab of the client card). Click on the payment request in the .
2. Under Pending, click on Take Payment and select the Charge option.
3. Select a previously saved card or enter the credit card number, CVV, and zip code. 
4. If you would like to save the card on file for future use, check the Save this card checkbox.
5. Click on Charge.
6. After the charge has been made successfully, click on Done

Going forward, you can select any card saved on file to process a charge.