Feature Request: Option to save customer credit card during data entry/phone orders in Cin7 Pay

Andrea Dugas

Feature Description:
When taking phone orders and manually entering a customer's credit card information directly into Cin7 Pay, there should be a checkbox or toggle option to "Save Credit Card to Customer Profile" at the exact moment of entry.

Current Workflow & Pain Points:
Currently, users can only save the customer's card after the transaction has completely processed. This makes saving payment methods a manual, multi-step process that can easily be forgotten once the call ends. It slows down customer service workflows and increases administrative overhead for sales teams managing repeat clients over the phone.

Proposed Solution:
Add a simple checkbox (e.g., "Save card for future use") directly under the credit card number, expiration date, and CVV entry fields. Checking this box during a live transaction should securely tokenize and save the card to the customer's account automatically upon successful processing.

Benefits:

  • Efficiency: Streamlines telephone ordering workflows for repeat customers.
  • Accuracy: Ensures cards are saved immediately while the customer is still on the line to verify.
  • Customer Experience: Reduces the time repeat buyers spend repeating card details on future calls.

 

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