Overview
In SalesVu, if you use Square as your payment processor, you can securely save customer credit cards for future payments. This feature speeds up repeat transactions, reduces checkout friction, and improves customer convenience.
📌 Note: This feature is currently available only for the Square payment processor.
Why It’s Useful
Faster payments for regular customers
Convenient for paying invoices and open orders
Flexibility to manage stored cards
Enhanced security through role-based permissions
How It Works
Save a customer’s card directly in their profile
View or remove previously saved cards
Customers can opt to save their card when paying an invoice
You can charge saved cards for:
Invoices
Open orders
One-time payments
Employee permission control for:
Viewing, saving and charging cards
Steps to Save and Use a Card
1. Employee Permissions
Go to Employees → Access Levels → edit an employee's access levels
Enable or disable the ability to Manage Saved Customer Cards (Add, View and Charge)
2. Save & Manage a Card in a Customer Profile
Go to Customers → Select Customer Profile
Tap Add Card → Enter card details → Save
Saved cards appear under the customer’s profile. You can also remove them by clicking the 'trash' icon.
📌 Note: An email address is required to add a customer’s card.
3. Charge a Saved Card
From Orders or Invoices, select the customer
Choose a saved card on file, confirm and process the payment
If you are sending an invoice, you can choose whether you want to send an invoice only or charge a card and email receipt