Open a Customer profile and select the Profile tab.

Scroll down to the Payment method section on the left side of the page and click Add credit card.

In the window that appears, enter the card number, expiration, CVC, and zip code for your customer's card.

Your customer's display name will automatically populate in the Name on card field, but you can edit it if needed.

The email address on their Customer Profile will populate in the Email for receipts field.

Confirm the information and update if needed.

Click Add card in the bottom right corner of the window, and you're all set!

Open a Customer profile and select the Profile tab.

Scroll down to the Payment method section on the left side of the page, then click Request card on file.

In the window that appears, choose whether to send the request via email or text message. If you need to send the request to a different email, the email address will first need to be updated in the Customer Profile.

Click Send request in the bottom right corner of the window.

You'll then see a green banner at the bottom of the Customer Profile page confirming that the request to save a card on file was successfully sent to the customer.

Open a Customer profile and select the Profile tab.

Scroll down to the Payment method section on the left, then click More (⋮) in the top right corner.

Select either Remove or Replace from the dropdown.

When Replace is selected, a window will appear where you can enter the details of your customer's new card.

When Remove is selected, a confirmation window will appear. Click Remove in this window to confirm that you would like to remove this customer's card from their Customer profile.

If the card is close to its expiration date, either you or the homeowner will be able to update the expiration date when a new card is issued.

Navigate to the Job Details page and click the 'Pay' button in the Action Bar at the top.

In the Payment window, select the Card on file option, then click Charge card in the bottom right corner.

Navigate to the Job Details page and tap the 'Pay' icon at the top of your screen.

Tap the 'Next' button on the Checkout screen.

If the customer would like to use their card on file, tap the 'Charge Card' button.

If the customer would like to use a different payment method, you can tap the ‘Use other payment method’ button.

As part of charging a customer’s card on file, it is required to notify the customer of the charge through an emailed receipt. This helps ensure the customer recognizes the charge and decreases the possibility of chargebacks if the charge is not recognized.
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The cardholder will have a link available in their receipts to update the card information. Updating the card will take immediate effect and future jobs can be charged using this updated card.

The expiration date on a customer's card can be updated on the job details page if they request it.
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Occasionally, a saved card on file will need to be removed, either because the customer requests the card to be removed or to facilitate adding a different card. The homeowner can remove their card on file through the receipts for previous charges. You can also remove the customer's card from the HCP Web Portal.
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