In Progress
Credit card details on an account
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I agree with Amanda, saving credit card information in the group is more manageable than creating a company card for each. Especially since it doesn't seem like you can remove or make a company card inactive, which leaves you with hundreds of one time cards after awhile.
Do we have an update on when credit cards can be saved to Group Accounts / Transaction pages?
In addition, once a credit card payment has been posted to the account, the user should be able to pull up the account, go to transactions, select payment>>>credit card, and be able to choose the card previously used. Similar to an in-house guest.
9 people like this idea
We would like to have a way to save credit card details on a Front Desk or Group account, so that when it comes time to settle all the charges that have been routed to the account, the credit card details are available for processing.
When a group confirms and supplies card details for settlement, it may be some months before the charges are actually raised. Being able to save the card in Rover is more secure than on a piece of paper in a file.
When we add routing on a group for example, there is a place to enter payment information - perhaps this can be saved as a payment method on the account too?