Manage Credit Cards

#Overview

We've made it easier for moving companies to handle credit card management for clients involved in both moving and storage projects. Now, users have the ability to perform actions such as adding new credit cards, modifying card nicknames, deleting credit cards, and designating a card as the client's default payment method.

In this article, we will cover the following topics:

• Manage Credit Cards

• Add Credit Cards

• Default Credit Cards

• Delete Credit Cards

• Credit Card Nicknames

• Payments

• Storage

#Manage Credit Cards

In the payments section, which you can find on both the billing and invoice sections of the project page, we've introduced a new set of actions called "Manage credit cards."

When you click on this option, it takes you to a new screen where companies can add credit cards for their clients, edit the card's nickname, and delete cards.

#Add Credit Card

Adding a credit card is now a separate process accessible through the "Manage credit cards" option. When adding a credit card, you can provide a card nickname (if you want to give it a special name) and indicate whether it should be the default card for the client.

#Default Credit Card

The default credit card for the client will be used as the primary payment method for all transactions. This means it will show up as the first card on the Crew app when listing saved cards. Note that in the next accounting update, all recurring invoices on Storage will also use the client's default card.

The first credit card you add for a client will automatically become the default one, but you can change it using the "Manage credit cards" feature. We've also gone through all existing clients to properly mark their default credit card.

#Delete Credit Card

Now, you have the option to delete a credit card associated with a client. Just select the card you want to remove from the actions menu and choose "Delete card."

#Credit Card Nicknames

Adding nicknames to credit cards is optional but can be helpful for easily distinguishing between them. The only field you can edit for a card via the edit credit card modal is the nickname. If you need to change the card number or expiration date, simply add a new card and remove the old one.

#Payments

We've made a small design update to the billing and invoice blocks. We've included a "timestamp" field to show when the payment was made. This makes it easier for your moving company to match up payment timestamps with their Supermove Payments transactions list.

#Storage

The credit card management update is also available on the Storage project page. Under each invoice, you can select the actions and choose "Manage credit cards." This provides the same experience, allowing you to add, edit, or delete credit cards for your storage clients.