Cards on file

A card on file lets you charge the customer later — the balance on move day, an extra fee — without asking for the number again.

Open the cards

In the order's Payments window, press Cards on File. Each card shows its type, the last four digits, the name and the expiration. One card is the Default.

With no cards yet: Add a card, or one is filed automatically the first time the customer pays online.

Add a card

1. 1Press Add Card.
2. 2The card is drawn as a card: the Cardholder Name (first and last name — it starts at the customer's name), the Card Number in the middle (the card's brand shows at the top right as you type), the Expiration at the bottom right, and the security code and ZIP Code under the card. The cursor moves on by itself when each box is complete.
3. 3Tick Make this the default card if it should be used first.
4. 4Save.

MoveBoard checks the card with the customer's bank before saving it. The bank is asked to approve a $0.00 check (or a one-cent check, voided at once, where the card brand needs an amount). The card is kept only if the bank approves. If the bank can't be reached: We couldn't reach the bank to check this card, so it was not saved. Please try again.

Adding cards needs the permission to add a card on file.

Use a card

Press Charge on a card to open Create Payment with it chosen. Or, in Create Payment › Credit Online, pick it under Select Credit Card.

Change or remove a card

• Edit changes the name, expiration or ZIP.
• The star makes a card the default.
• Take this card off the file removes it after asking. You can't remove the default card (Set another card as default before removing this one.) or the only card left (This is the only card on file.).

If Add Card or Charge is greyed, online card charging isn't set up for your company yet — see Settings › Payments & billing › Payment processing.