HOW TO: Save a Customer’s Card on File

This How To article will guide you step by step on

1.) Add a card to a customer profile as a stored payment method

2.) Apply the card on file to a sale or special order

Add a card to a customer profile as a ‘Stored Payment Method‘

1. Navigate to Customers tab in the Poppy Menu
2. Add a new customer or search for existing customer profile
3. Select ‘Payment Methods‘ tab
4. Add Billing info and card information via Clover device or manually.

Apply the stored card on file to a sale or special order is simple and useful for quick checkout.

1. At checkout select ‘Card on File‘
2. Select a card on file and hit ‘Use‘
3. Select ‘Record Payment‘
4. Allocate payment to existing items on the sales order.

(Please Visit our Video Library for a walkthrough of this process)