You may have customers who call you over the phone to make payments and you need an easy way to securely store their payment for future processing.
If a customer would like to add a card on file for future processing, here are the steps to follow:
1. Login to Pencil. Go to Customers.
2. Search for Customer.
3. Under Actions, Click on (...) and Select Add Card File
4. A pop up will come up. Under Securely Add Card on File, Select Payment Method then fill out the details. Once done, hit Close.
