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Discuss this use case with your implementation engineer

Using this feature requires your merchant account and user access roles to be configured properly

Overview

You can send hosted Paylinks to facilitate saving customer's payment info for future charges.

Customers and their payment info are stored in the Skipify account so that they can be referenced for future card on file transactions, straight from the portal!

See Hosted Paylinks Getting Started to access the portal and Branding for paylinks customizations.

User Access Permissions

Specific portal user access permissions are required to be able to initiate card on file transactions. There are 2 access levels available for users:

• SuperUser or store manager level - view, charge, refund, manage all customers, payment info and transactions in the merchant account
• StandardUser or personal shopper level - view, charge, refund your own customers (clientele), and their associated payment info and transactions only

Create and send a paylink to save the payment info on file

Start creating a hosted paylink, and toggle on Save card on file. Be sure to obtain permission from your customer to charge their card for future purchases, and confirm via the checkbox.

Click Send Paylink to send this to the customer using the channel of choice.

Paylinks UI

Save card on file paylinks trigger a consent banner to be displayed in the UI to the customer.

The customer completes the Skipify paylink experience as normal. A successful transaction saves the customer, and enables the utilized payment method to be surfaced in the hosted Paylinks portal's customer record

View and Manage Customers

In the Customers section, you can:

• View and manage customer records
• View saved payment method (the most recently used payment method will be displayed)
• Review a customer's past Paylinks and Card-on-file transactions

Card on File

You can create and view card on file transactions, along with customer records within the hosted portal. The customer record includes the latest eligible card on file payment method.

Create a Card on File Transaction

Navigate to the Card on file tab. Create a card on file transaction by selecting a customer and specifying the amount. This creates a transaction against the saved payment method.

View and Manage Card on File Transactions

View, manage and/or refund Card on File transactions.