Support Process - How To Add A Saved Payment Method To A Customer Account

Create a new saved Payment Method:

1. Access the Customers Search page on the Admin Portal.
2. Find your customer, then click the Details button on their account to access their customer details.
3. On the customer's detail page beneath the customer info card, find the tab link named "Payment Methods" and click its name.
   
4. The Payment Method tab will display a list of all previously created Payment Methods.
5. On the Payment Method tab click the Add Payment Method button.
   
6. Use the Select Gateway dropdown to select the Tapin2 app for which this payment method will be used.
7. After making your selection, a credit card form will appear. Fill out this form with the credit card information you would like to save as your payment method.
   
8. When finished, click Save to finish saving the payment method.
9. When the payment method has been successfully saved, the page will refresh and you will now see that this card is available as a saved payment method for all Tapin2 apps that share the same gateway.
   
   

For information about how to use a saved payment method please read our knowledge base article: How to use a saved payment method