Thank you for your help with this.
Our Sage Accounting is integrated with stripe.
We wish to allow customers to give us credit card data to keep on file to pay future invoices.
Not sure how to accomplish this?
Hi HM Team,
Thanks for reaching out. I've forwarded your question onto our senior Sage Accounting support team for their insights on storing customer credit card details. I know that apart from Stripe, you can use multiple payment processors linked to Sage Accounting. Paya for instance, has a secure vault to store customer payment information.
Hi - Under Maintain>Customers> View/edit Credit Card details. This will allow you to save cards to a customer. If that doesn't work, You can save the number under the customer profile in the notes
sorry. we do not have any "Maintain" menu option anywhere.
we can click on contacts->customers but then there are no way to view or edit or add credit card details.
we are using sage accounting
url is accounting.na.sageone.com
maybe your answer applies to a different version?