Cin7 Pay saved payment methods
Overview
Cin7 Pay allows your customers to securely save their credit card details for faster, easier, and more secure payments.
To activate saved payment methods, you must first agree to the terms and conditions. You and your customers can then save payment methods, use them for payments, and delete them at the checkout.
Activate saved payment methods
From the Money menu in the navigation, open Cin7 Pay.
Open Saved payment methods.
Enable Save payment methods.
Read and accept the terms and conditions.
Click Activate.
Save payment methods
Once you’ve activated saved payment methods, you and your customers can save payment methods while making payments via Cin7 Pay:
Open the checkout of your B2B store, an invoice, or a merchant-initiated transaction.
Choose credit card as your payment method.
Enter your payment details.
Select Save payment details for future purchases.
Click Pay.
You can also save payment methods from the Cin7 Pay dashboard:
From the Money menu in the navigation, open Cin7 Pay.
Open Saved payment methods.
Under Saved payment methods, click Add Customer Payment Method.
Find and select the customer you want to add a payment method for.
Click + Payment method.
Follow the on-screen instructions to enter and save their payment details. You don't need to select Save my information for a faster checkout.
Alternatively, you can expand a customer in the Saved payment methods list, select Add Payment Method under their name, and follow the on-screen instructions.
Saved payment methods are grouped by customer in the Saved payment methods list.
Use saved payment methods
You and your customers can use saved payment methods while making payments via Cin7 Pay:
Open the checkout of your B2B store, an invoice, or a merchant-initiated transaction. Your saved payment method will be selected on the Saved tab.
Optionally, click See more to choose a different saved payment method.
Click Pay.
Delete saved payment methods
You can delete saved payment methods from the Cin7 Pay dashboard:
From the Money menu in the navigation, open Cin7 Pay.
Open Saved payment methods.
Under Saved payment methods, expand the customer.
Delete the payment method.
Click Delete.
Alternatively, you and your customers can delete saved payment methods while making payments via Cin7 Pay:
Open the checkout of your B2B store, an invoice, or a merchant-initiated transaction.
For the saved payment method to delete, open the three-dot menu (⋮)—if you don’t see the three-dot menu, first click See more.
Click the trash icon.
Click Remove.
Deactivate
Deactivate saved payment methods to stop customers using their saved payment methods or saving new ones:
From the Money menu in the navigation, open Cin7 Pay.
Open Saved payment methods.
Under Setup, disable Save payment methods.
Click Deactivate.
Click Deactivate.
Deactivation does not delete saved payment methods. If you re-activate saved payment methods, your customers’ previously saved payment methods will be available.