Cin7 Pay saved payment methods
Cin7 Pay allows your customers to securely save their credit card, ACH, and SEPA details for faster, easier, and more secure payments.
To enable saved payment methods, you must first agree to the terms and conditions. You can then decide which customers can save their payment information. Both you and your customers can save, use, and delete payment methods during checkout.
Prerequisites
You’ve set up a Cin7 Pay
You have full access for Money → Cin7 Pay permission
Activate saved payment methods
Go to Money → Cin7 Pay.
Open Saved payment methods.
Enable Save payment methods.
Read and accept the terms and conditions.
Click Activate.
Add customers
Once you’ve activated saved payment methods, you must add customers to allow them to save their payment details:
Go to Money → Cin7 Pay.
Open Saved payment methods.
Click + Customers.
Search for the customer to add.
For the customer to add, click + Customer.
Customers allowed to save payment methods are shown in the Payment methods and customers list on the dashboard.
Link and unlink customers (migrated payment methods)
If you’ve migrated saved payment methods from another payment processor into Cin7 Pay, they are stored against Cin7 Pay customers.
To make these payment methods available in Core, link each Cin7 Pay customer to their matching Core customer. Once linked, the Core customer can use the Cin7 Pay customer’s saved payment methods at checkout.
Link customers
Go to Money → Cin7 Pay.
Open Saved payment methods.
Under Payment methods and customers, click Link customers.
Search for the Cin7 Pay customer and then select the matching Core customer.
Click Link.
Click Accept and link.
After linking, the Core customer will have access to their previously saved payment methods at the checkout. You’ll need to refresh your browser to see the Core customer in your Payment methods and customers list on the dashboard.
Unlink customers
If you link the wrong customers, you can unlink them:
Go to Money → Cin7 Pay.
Open Saved payment methods.
Under Payment methods and customers, click Unlink for the customer to unlink.
Click Unlink.
The Core customer will lose access to the linked Cin7 Pay customer's saved payment methods.
Save payment methods
You and your customers can save payment methods while making payments via Cin7 Pay:
Open the checkout of your B2B store, an invoice or quote, or a merchant-initiated transaction.
Choose credit card, ACH, or SEPA as your payment method.
Enter your payment details.
Select Save payment details for future purchases.
Click Pay.
Alternatively, you can save payment methods from the Cin7 Pay dashboard:
Go to Money → Cin7 Pay.
Open Saved payment methods.
Under Payment methods and customers, expand the customer and click + Payment method.
Choose the type of payment method, enter the payment details, and select the Save payment details checkbox.
Click Accept and save.
Read the warning carefully. Then click Continue and save.
Saved payment methods are grouped by customer in the Payment methods and customers list on the dashboard.
Use saved payment methods
You and your customers can use saved payment methods while making payments via Cin7 Pay:
Open the checkout of your B2B store, an invoice or quote, or a merchant-initiated transaction. Your saved payment method will be selected on the Saved tab.
Optionally, click See more to choose a different saved payment method.
Click Pay.
Delete saved payment methods
You can delete saved payment methods from the Cin7 Pay dashboard:
Go to Money → Cin7 Pay.
Open Saved payment methods.
Under Payment methods and customers, expand the customer.
Delete the payment method.
Click Delete.
Alternatively, you and your customers can delete saved payment methods while making payments via Cin7 Pay:
Open the checkout of your B2B store, an invoice or quote, or a merchant-initiated transaction.
For the saved payment method to delete, open the three-dot menu (⋮)—if you don’t see the three-dot menu, first click See more.
Click the trash icon.
Click Remove.
Remove customers
Remove customers to delete their saved payment methods and stop them saving new ones:
Go to Money → Cin7 Pay.
Open Saved payment methods.
Under Payment methods and customers, click Remove for the customer to remove.
Click Remove.
After removing a customer, please wait at least 2 minutes before adding them again.
Deactivate
Deactivate saved payment methods to stop customers using their saved payment methods or saving new ones:
Go to Money → Cin7 Pay.
Open Saved payment methods.
Under Setup, disable Save payment methods.
Click Deactivate.
Click Deactivate.
Deactivation does not delete saved payment methods. If you re-activate saved payment methods, your customers’ previously saved payment methods will be available.