Manually Update a Card on File

Use these steps to manually update a customer's card on file. Manual entry allows staff to add a customer's card on file without the card being physically present. Staff must have Customer account access permission to update a customer's card on file. 

  1. Log in to the cashier application.
  2. Select Customers. The Customers panel opens.

  1. Locate the customer whose card on file is being updated.
  2. Select the Customer Name for the customer. The Customer Details panel opens.

  1. Select VIEW CUSTOMER to close the dialog.
  2. Under payment, select add card. The Add Credit Card dialog opens.

  1. Select manual entry. The Update credit card dialog opens.

  1. Manually enter the card number using the payment card reader pin pad.
  2. Select ok. The new card is saved to the customer's profile.