Adding a credit/debit card to a customer

Learn how to add a credit/debit card to a customer's profile in Maidily
Written by Mony
Updated 1 year ago

You can add a credit/debit card to customer's profile when creating or editing a Customer.

A Stripe/Square integration is REQUIRED in order to add credit/debit cards

How to add a credit/debit card under a customer profile:

    • When creating or editing a customer scroll down to the 'Payment Info' section
      • Click on the 'Payment info' arrow to expand the section

  • Fill out the card details

  • Click 'Save'

Selecting a credit/debit card for a job:

  • Select from multiple credit cards for customer when editing or creating a job by clicking the 'Credit/debit card' dropdown

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