# How to add and manage your customer's cards on file > Overview Managing customer payment methods efficiently is essential for streamlining transactions and ensuring a seamless customer experience. This… - Source: https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/how-to-add-and-manage-your-customer-s-cards-on-file - Section: Payments / Getting Started w/ Payments - Reading time: 3 min - Images: 9, each explained below - Modified on Wed, 15 Apr at 1:39 AM --- **Overview** Managing customer payment methods efficiently is essential for streamlining transactions and ensuring a seamless customer experience. This document provides an overview of two key features designed to simplify payment management: adding cards on file and managing cards on file. These features enable businesses to securely fetch cards on file (just the last 3/4 digits and expiry date of the cards are fetched from the provider and shown on the UI), view, and manage customer payment information. **Where to find?** Contacts > Contact Details > '$' icon (denotes Payments) > Actions ![Figure 1](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155040240689/original/WVYWWuJI7Jv4y8Qyp5t3RmJK6pqb9iWUGQ.png) **Figure 1** This screenshot appears in "How to add and manage your customer's cards on file". The text alongside this image reads: Contacts > Contact Details > '$' icon (denotes Payments) > Actions. The navigation path used here is Contacts > Contact Details. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Click the 'Add Card on File' button under 'Actions' Enter the card number, expiration date, and CVV along with the Country Verify the information and click 'Add Card' It can be done for cards in both live and test mode. - Path: Contacts > Contact Details - What this covers: Contacts > Contact Details > '$' icon (denotes Payments) > Actions - Fields: Verify the information and click 'Add Card', It can be done for cards in both live and test mode, Identify the card you wish to remove - Controls: Overview, Delete - Next: Click the 'Add Card on File' button under 'Actions' Enter the card number, expiration date, and CVV along with the Country Verify the information and click 'Add Card' It can be done for cards in both live and test mode Full procedure: 1. Click the 'Add Card on File' button under 'Actions' 2. Enter the card number, expiration date, and CVV along with the Country 3. Verify the information and click 'Add Card' 4. It can be done for cards in both live and test mode **How to add a card on file?** - Click the 'Add Card on File' button under 'Actions' - Enter the card number, expiration date, and CVV along with the Country - Verify the information and click 'Add Card' - It can be done for cards in both live and test mode ![Figure 2](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155040240066/original/kbLwbfrThQJCpo5GuFfFmlQ5uoYjVGtOdQ.png) **Figure 2** This screenshot appears in "How to add and manage your customer's cards on file". The text alongside this image reads: Click the 'Add Card on File' button under 'Actions' Enter the card number, expiration date, and CVV along with the Country Verify the information and click 'Add Card' It can be done for cards in both live and test mode. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Click the 'Manage Cards' button under 'Actions' All cards would be fetched from respective providers and their last 3/4 digits along with expiry date would be visible as a list. Note - Cards are not stored and cannot be stored as per…. - What to fill in: Click the 'Add Card on File' button under 'Actions' Enter the card number, expiration date, and CVV along with the Country Verify the information and click 'Add Card' It can be done for cards in both live and test mode - Fields: Verify the information and click 'Add Card', It can be done for cards in both live and test mode, Identify the card you wish to remove - Controls: Overview, Delete - Next: Click the 'Manage Cards' button under 'Actions' All cards would be fetched from respective providers and their last 3/4 digits along with expiry date would be visible as a list. Note - Cards are not stored and cannot be stored as per compliance, hence the card details are always freshly fetched, from the payment provider, every time the user lands on this modal for any customer Each card entry includes the last four digits, expiration date, and any associated label Both test and live mode cards would be visible in respective lists Full procedure: 1. Click the 'Add Card on File' button under 'Actions' 2. Enter the card number, expiration date, and CVV along with the Country 3. Verify the information and click 'Add Card' 4. It can be done for cards in both live and test mode **How to view cards on file?** - Click the 'Manage Cards' button under 'Actions' - All cards would be fetched from respective providers and their last 3/4 digits along with expiry date would be visible as a list. Note - Cards are not stored and cannot be stored as per compliance, hence the card details are always freshly fetched, from the payment provider, every time the user lands on this modal for any customer - Each card entry includes the last four digits, expiration date, and any associated label - Both test and live mode cards would be visible in respective lists ![Figure 3](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155040240509/original/tdYVqXUe5dNHLmw6dNjJPSCWu6Y3wLMGag.png) **Figure 3** This screenshot appears in "How to add and manage your customer's cards on file". The text alongside this image reads: Click the 'Manage Cards' button under 'Actions' All cards would be fetched from respective providers and their last 3/4 digits along with expiry date would be visible as a list. Note - Cards are not stored and cannot be stored as per compliance, hence the card details are always freshly fetched…. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Identify the card you wish to remove Click the Delete button next to the card Confirm the deletion in the pop-up prompt Both test and live mode cards can be deleted from respective lists In case a card is in for an active subscription…. - What to click: Click the 'Manage Cards' button under 'Actions' All cards would be fetched from respective providers and their last 3/4 digits along with expiry date would be visible as a list. Note - Cards are not stored and cannot be stored as per compliance, hence the card details are always freshly fetched, from the payment provider, every time the user lands on this modal for any customer Each card entry includes the last four digits, expiration date, and any associated label Both test and live mode cards would be visible in respective lists - Fields: Verify the information and click 'Add Card', It can be done for cards in both live and test mode, Identify the card you wish to remove - Controls: Overview, Delete - Next: Identify the card you wish to remove Click the Delete button next to the card Confirm the deletion in the pop-up prompt Both test and live mode cards can be deleted from respective lists In case a card is in for an active subscription within GHL Customer Care, the prompt would call this out before confirming the deletion. Even with the prompt if the card is deleted, the subscriptions associated with such a card will have no associated payment method for auto deduction. Full procedure: 1. Click the 'Add Card on File' button under 'Actions' 2. Enter the card number, expiration date, and CVV along with the Country 3. Verify the information and click 'Add Card' 4. It can be done for cards in both live and test mode **How to delete cards on file?** - Identify the card you wish to remove - Click the **Delete** button next to the card - Confirm the deletion in the pop-up prompt - Both test and live mode cards can be deleted from respective lists - In case a card is in for an active subscription within GHL Customer Care, the prompt would call this out before confirming the deletion. Even with the prompt if the card is deleted, the subscriptions associated with such a card will have no associated payment method for auto deduction. ![Figure 4](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155040240629/original/Js8bL097vaMfi0SU0nuyBPZRBZqDvEHEXw.png) **Figure 4** This screenshot appears in "How to add and manage your customer's cards on file". The text alongside this image reads: Identify the card you wish to remove Click the Delete button next to the card Confirm the deletion in the pop-up prompt Both test and live mode cards can be deleted from respective lists In case a card is in for an active subscription within GHL Customer Care, the prompt would call this out before…. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Note: As per compliance, we do not store any card data on our end. We securely fetch card details (last 3/4 digits and expiry date along with provider - Visa/MasterCard, etc.) every time the business lands on this modal for any customer…. - How to confirm: Identify the card you wish to remove Click the Delete button next to the card Confirm the deletion in the pop-up prompt Both test and live mode cards can be deleted from respective lists In case a card is in for an active subscription within GHL Customer Care, the prompt would call this out before confirming the deletion. Even with the prompt if the card is deleted, the subscriptions associated with such a card will have no associated payment method for auto deduction. - Fields: Verify the information and click 'Add Card', It can be done for cards in both live and test mode, Identify the card you wish to remove - Controls: Overview, Delete - Next: Note: As per compliance, we do not store any card data on our end. We securely fetch card details (last 3/4 digits and expiry date along with provider - Visa/MasterCard, etc.) every time the business lands on this modal for any customer. This is fetched directly from the payment provider and the delete action is executed with the help of the payment provider. Full procedure: 1. Click the 'Add Card on File' button under 'Actions' 2. Enter the card number, expiration date, and CVV along with the Country 3. Verify the information and click 'Add Card' 4. It can be done for cards in both live and test mode ![Figure 5](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155040240539/original/44boYjs8sReSoKdtVfWatQbZjfOq__--9w.png) **Figure 5** This screenshot appears in "How to add and manage your customer's cards on file". The text alongside this image reads: Identify the card you wish to remove Click the Delete button next to the card Confirm the deletion in the pop-up prompt Both test and live mode cards can be deleted from respective lists In case a card is in for an active subscription within GHL Customer Care, the prompt would call this out before…. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Note: As per compliance, we do not store any card data on our end. We securely fetch card details (last 3/4 digits and expiry date along with provider - Visa/MasterCard, etc.) every time the business lands on this modal for any customer…. - How to confirm: Identify the card you wish to remove Click the Delete button next to the card Confirm the deletion in the pop-up prompt Both test and live mode cards can be deleted from respective lists In case a card is in for an active subscription within GHL Customer Care, the prompt would call this out before confirming the deletion. Even with the prompt if the card is deleted, the subscriptions associated with such a card will have no associated payment method for auto deduction. - Fields: Verify the information and click 'Add Card', It can be done for cards in both live and test mode, Identify the card you wish to remove - Controls: Overview, Delete - Next: Note: As per compliance, we do not store any card data on our end. We securely fetch card details (last 3/4 digits and expiry date along with provider - Visa/MasterCard, etc.) every time the business lands on this modal for any customer. This is fetched directly from the payment provider and the delete action is executed with the help of the payment provider. Full procedure: 1. Click the 'Add Card on File' button under 'Actions' 2. Enter the card number, expiration date, and CVV along with the Country 3. Verify the information and click 'Add Card' 4. It can be done for cards in both live and test mode Note: As per compliance, we do not store any card data on our end. We securely fetch card details (last 3/4 digits and expiry date along with provider - Visa/MasterCard, etc.) every time the business lands on this modal for any customer. This is fetched directly from the payment provider and the delete action is executed with the help of the payment provider. --- ## **Manage Cards on File in the Mobile App** Managing cards on file in the GHL Customer Care mobile app makes it easier to save payment methods directly from a contact record and reuse them for future payment activity. This helps speed up repeat purchases, keeps customer billing details organized, and supports a smoother payment experience from the mobile app. You can now save, view, and remove a customer's card on file directly from the contact's payment area in the GHL Customer Care mobile app. ![Manage Cards on File in the Mobile App (image 6 of 9)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155069168662/original/HHAjALdMGaFZFoDzlpi1DunR4pd3pzL6zw.png) **Manage Cards on File in the Mobile App (image 6 of 9)** This screenshot appears in the "Manage Cards on File in the Mobile App" section of "How to add and manage your customer's cards on file". The text alongside this image reads: You can now save, view, and remove a customer's card on file directly from the contact's payment area in the GHL Customer Care mobile app. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: Add a card on file in the mobile app. - How to confirm: You can now save, view, and remove a customer's card on file directly from the contact's payment area in the GHL Customer Care mobile app. - Fields: Transactions, Invoices, Estimates, In-person charges - Controls: Add a card on file in the mobile app, GHL Customer Care mobile app, Contacts, Payments, Manage Cards, New card., Use a saved card for future payments, Remove a saved card in the mobile app, Delete, Remove - Next: Add a card on file in the mobile app Full procedure: 1. Transactions 2. Invoices 3. Estimates 4. In-person charges **Add a card on file in the mobile app** Saving a card from the contact record gives your team a faster way to support repeat purchases and follow-up charges without asking the customer to re-enter their payment details each time. 1\. Open the **GHL Customer Care mobile app**. 2\. Go to **Contacts**. 3\. Select the contact you want to update. 4\. Open the **Payments** tab. 5\. Tap **Manage Cards**. 6\. Tap **New card.** 7\. Enter the customer's card details. 8\. Save the card. ![Manage Cards on File in the Mobile App (image 7 of 9)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155069168662/original/HHAjALdMGaFZFoDzlpi1DunR4pd3pzL6zw.png) **Manage Cards on File in the Mobile App (image 7 of 9)** This screenshot appears in the "Manage Cards on File in the Mobile App" section of "How to add and manage your customer's cards on file". The text alongside this image reads: 7. Enter the customer's card details. For context, this section explains: Managing cards on file in the GHL Customer Care mobile app makes it easier to save payment methods directly from a contact record and reuse them for future payment activity. This helps speed up repeat purchases, keeps customer billing details organized, and supports a smoother payment experience…. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: Use a saved card for future payments. - What to fill in: 7. Enter the customer's card details. - Fields: Transactions, Invoices, Estimates, In-person charges - Controls: Add a card on file in the mobile app, GHL Customer Care mobile app, Contacts, Payments, Manage Cards, New card., Use a saved card for future payments, Remove a saved card in the mobile app, Delete, Remove - Next: Use a saved card for future payments Full procedure: 1. Transactions 2. Invoices 3. Estimates 4. In-person charges ![Manage Cards on File in the Mobile App (image 8 of 9)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155069169058/original/gpuJLIUlDdiH3CyDfZ4-8Hv2r3d6w7aldw.png) **Manage Cards on File in the Mobile App (image 8 of 9)** This screenshot appears in the "Manage Cards on File in the Mobile App" section of "How to add and manage your customer's cards on file". The text alongside this image reads: 7. Enter the customer's card details. For context, this section explains: Managing cards on file in the GHL Customer Care mobile app makes it easier to save payment methods directly from a contact record and reuse them for future payment activity. This helps speed up repeat purchases, keeps customer billing details organized, and supports a smoother payment experience…. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: Use a saved card for future payments. - What to fill in: 7. Enter the customer's card details. - Fields: Transactions, Invoices, Estimates, In-person charges - Controls: Add a card on file in the mobile app, GHL Customer Care mobile app, Contacts, Payments, Manage Cards, New card., Use a saved card for future payments, Remove a saved card in the mobile app, Delete, Remove - Next: Use a saved card for future payments Full procedure: 1. Transactions 2. Invoices 3. Estimates 4. In-person charges **Use a saved card for future payments** Saved cards on file can help reduce checkout friction for returning customers. Once a card is stored for a contact, it becomes available during supported payment flows tied to that contact. Saved cards may appear as available payment methods when you create payment-related records for the contact, such as: - Transactions - Invoices - Estimates - In-person charges **Remove a saved card in the mobile app** Removing old or unused cards helps keep customer payment methods accurate and easier to manage. 1\. Open **Manage Cards** for the contact. 2\. Locate the saved card you want to remove. 3\. Swipe left on the card. 4\. Tap **Delete** or **Remove**, based on the final confirmed UI label. 5\. Confirm the action. ![Manage Cards on File in the Mobile App (image 9 of 9)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155069169108/original/NrzQmMJUOWgHtxPQ02Ck6PzjXkjaqqTzPQ.png) **Manage Cards on File in the Mobile App (image 9 of 9)** This screenshot appears in the "Manage Cards on File in the Mobile App" section of "How to add and manage your customer's cards on file". The text alongside this image reads: 4. Tap Delete or Remove, based on the final confirmed UI label. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: Key benefits of managing cards on file in the mobile app. - What to click: 4. Tap Delete or Remove, based on the final confirmed UI label. - Fields: Transactions, Invoices, Estimates, In-person charges - Controls: Add a card on file in the mobile app, GHL Customer Care mobile app, Contacts, Payments, Manage Cards, New card., Use a saved card for future payments, Remove a saved card in the mobile app, Delete, Remove - Next: Key benefits of managing cards on file in the mobile app Full procedure: 1. Transactions 2. Invoices 3. Estimates 4. In-person charges **Key benefits of managing cards on file in the mobile app** Managing cards on file from the mobile app helps teams work faster and gives customers a smoother payment experience. - **Faster repeat payments:** Save time by reusing stored cards for returning customers. - **Better contact-level organization:** Keep payment methods connected to the correct contact record. - **Improved mobile workflow:** Manage payment methods without leaving the mobile app. - **Smoother customer experience:** Reduce the need for customers to share card details again for future charges. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com