Card on File

Pagato Card on File enables merchants to store a customer's payment details, then charge them later at a tap of a button. This makes selling to repeat customers easy:

  • Securely link payment cards to customer profiles.
  • Seamlessly charge customers’ stored payment cards.
  • Give your customers the convenience of house accounts.

If you have questions after reading this, please send us an email.


There are three ways to store a card on file with Pagato:

  1. Remote Card Capture - Request payment card info by sending the customer a link to a card-capture form.
  2. Local Card Capture - Add card information to the customer record directly in Pagato.
  3. Capture at Checkout - Customers may elect to store a payment card on file at checkout.

Once a card has been stored, you can process an order with a card on file quickly and seamlessly.


Remote Card Capture

Each customer record in Pagato has a unique link that renders a simple card-capture form for that customer. To send an card-capture link to a customer, follow these steps:

  1. From Chat POS, select the customer for which you wish to capture a card.
  2. Click on the button for that customer.
  3. In the resulting Cards dialog, copy the card-capture link and paste it into your messaging app – or use Pagato to send it to the customer directly via text message.
Remote Card Capture


Upon clicking the card-capture link, the customer is prompted to submit their payment card information:

Card Capture Customer View



Local Card Capture

To add card information to the customer record directly in Pagato:

  1. From Chat POS, select the customer for which you wish to capture a card.
  2. Click on the button for that customer.
  3. In the resulting New Card dialog, click to add a card.
  4. Enter card information.
  5. Click Save.


Local Card Capture



Capture at Checkout

Customers may elect to store a payment card on file at checkout:

Card Capture at Checkout



Process an order with a card on file

To assign a stored card to an order, select the card from the drop-down menu.

Checkout with Card on File


Questions?

If you need help after reading this, send us an email. We're always happy to help with any questions you might have.