Saved Cards allows you to save payment options you receive from your customers. You must have an account in order to use Saved Cards. Saved Cards created from the application or online will sync with each other and the information will be available for use from either system.

To create a Saved Card for a customer, log in to your ServiceBridge account and follow these steps:

  1. Navigate to a customer you would like to create a Saved Card for

  2. Scroll down to the Saved Cards section

  3. Click Add New

4. Fill out the Add New Saved Card form. 

The "Note" field is how you will label the Saved Card. This will generate under the card information in the Credit Card dropdown when creating a payment.

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