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How do I store and charge customer credit cards?

It's possible to store customer's credit card details, and charge them at a later date.


Customer credit card details are stored via Stripe or Square. Please connect your Stripe or Square account first. Stripe and Square store these details in a secure vault, and they cannot be viewed by you, or by Ovatu staff. Ovatu simply sends a request to your Stripe or Square account to charge a specific card, at your request.


Card Capture Via Online Booking

To collect credit card details from customers via online booking, enable 'Card Capture' which is the requirement for customers to provide their credit card details in order to secure a booking. 

  • This can be enabled globally (for all services apart from zero value services) by clicking Online Booking > Settings and scrolling to the Payments section and selecting the Enable Card Capture checkbox and entering your card capture policy into the Card Capture Policy Content field (see: How do I take deposits and payments online?)
  • This can also be enabled or disabled for a specific service, click Manage > Services > List and then the Edit icon against the relevant service, then select the Online Payment Require Card Capture checkbox. This overrides any global Card Capture settings and will also capture card details for zero cost services


Manually Adding Credit Card Details

To manually add credit card details to a customer file, open the file by clicking Customers > List and clicking on the customers name.


Click the Actions button, then Stored Credit Cards


Here you can view any credit cards that are already stored for this customer here:


A credit card can be deleted by clicking the red [x]  

A new credit card can be added by clicking + Add Card and selecting either Store with Stripe or Store with Square


Charging a Saved Credit Card

Saved credit cards can be used as a payment method, when adding a payment to a sale, by simply clicking the Stored Credit Card option


The stored credit cards will display, select Charge with... to process the payment:


It's also possible to charge a stored credit card by clicking directly on the Stripe or Square button:


This will present you with the option to either charge a stored credit card using either payment processor, or charge a new credit card.

Selecting the Remember this card option and then clicking Charge Card, will charge the new card and also store the credit card details so that it can be charged again at a later date.