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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Add a Card on File

  • Updated:

You can add and manage your customers' credit cards on file by navigating to their account profile and selecting the option Cards on File. This article will show you how to add a card on file for an account. 

 

 

Important Notes  

  • View supported options on the Integrated Gateways article under the Cards on File and ACH on File columns of the table. 
  • Contact Support for information on new payment gateway integrations if you do not use one of these payment gateways or need additional assistance.
  • If you are using a payment gateway that allows for saved payment methods, please contact your gateway to double-check that tokenization or a token vault is turned on for all of your payment gateways.
  • CivicRec does not store any credit card or bank account information. View more information on how cardholder data is protected.

 

Instructions

  1. Search and select a user
    search and select user
  2. Select Cards on File underneath the Account Actions right-hand side menu
    cards on file
  3. Click + Add Card on File
    add card on file
  4. Fill out the information for your payment gateway

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