Pay-It for Business Central covers most payment options to process payments for major brands such as Visa, Mastercard, American Express, Discover, JCB, UnionPay, Diners Club.

You can offer customers the option to securely store their payment information for future purchases.

Saving a card for a customer

To save a card for a customer:

  1. Open the Customer List page.
  2. Open the Customer Card for the customer and open the Saved Pay-It Method page under the Navigate .
    • The Saved Pay-It Method can also be accessed directly from the Customer List page under the Navigate action group.
  3. Under the New group action and select Add Pay-It Method.
  4. In the new window, select the Payment Method you wish to use. Click Next.
  5. Enter the card details to be saved. This includes the card number, card expiry date, CVC, and postcode. Click Next.
  6. The card has been successfully saved for the customer. You can then give this particular method a descriptive Name.
    • Do not store any card details in this field.
  7. Select Finish to complete the wizard.

The saved card will now be displayed in the list of Pay-It Methods for this customer.