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Save a payment method on file
Save a payment method on file

Save payment methods (credit card/ACH) for customers to be charged automatically or on demand

Support avatar
Written by Support
Updated over a week ago

It's easy to store credit card or ACH payment methods on file for any customer so you can charge them automatically each month or on demand any time you like. You can store multiple payment methods per customer and name them anything you like for easy reference.

How to create a saved payment method

  • Navigate to any Customer page

  • Click on the "billing" tab in the top left section (the dollar sign icon)

  • Click "Add +" next to "Saved Payment Methods"


    Pool Company Software - Create a Saved Payment Method - Pool Brain

  • Enter a "Payment Profile Name". This can be anything you want but we recommend naming it something that tells you what the payment method can/should be used for.

  • Choose a payment "Type" (ACH or Credit Card)

  • Enter any notes you think are relevant (optional)


    Pool Company Software - Create a new payment method - Pool Brain

  • Click "Next" and enter the payment details on the following screen.
    Click "Submit" when done.


    Pool Company Software - saving a New payment method - Pool Brain

  • The payment method will be stored, encrypted and tokenized and you will only see the Payment Profile Name, expiration date and last 4 digits of the card number for PCI compliance and security.


    Pool Company Software - Payment method is stored, encrypted and tokenized - Pool Brain


    If you'd like to activate auto pay for any customer with a saved payment method, you can follow the steps in this article

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