Get a customer's card on file

1. 1

   Open the record that needs the card and use its 'send payment link' action.

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   Greyed out means the customer has no email address on their record yet.

2. 2

   The customer receives an email with a link on your own web address, which opens a card form directly — no account, no password.

3. 3

   Check back on the record. It shows whether a card is actually on file, not merely whether the email was sent.

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   An expired card is not a card, and the panel reflects that. If it still says no card, send the link again.

Worth knowing

• The card is stored against the PERSON, not the contract, so one link covers everything they hold with you.
• Re-sending replaces the earlier link. An older email in their inbox stops working, which is deliberate — a superseded link cannot be used to file a card.

Next

• Rent an instrument to a customer