portal

Can my customers save their card details in the customer portal?

There are two ways by which your customers can enter their card details in the customer portal:

Enter Card Details for the First Time

  • Log in to the customer portal using the portal URL and credentials.
  • Click Invoices on the left sidebar.
  • Click Pay Now next to the invoice for which the payment is being made.
  • On the page that appears:
    • If the mode of payment is credit card, go to the Credit Card tab, agree to the terms specified, and click Proceed to Payment.
    • If the mode of payment is debit card, go to the Debit Card tab, agree to the terms specified, and click Proceed to Payment.
  • Enter the card details. If the card will be used for future transactions, check the save card securely for future payments option and click Proceed.
  • Enter the address and click Pay Now.
  • Enter the OTP sent to the mobile number and click Submit.

The amount will be deducted from the card and the card’s details will be saved for future transactions.

Add a New Card

  • Log in to the customer portal using the portal URL and credentials.
  • Click Invoices on the left sidebar.
  • Click Pay Now next to the invoice for which the payment is being made.
  • Click Use another card, agree to the terms specified, and click Proceed to Payment.
  • Enter the card details. If the card will be used for future transactions, check the save card securely for future payments option and click Proceed.
  • Enter the address and click Pay Now.
  • Enter the OTP sent to the mobile number and click Submit.

Your customer’s card will be saved in the portal and they can use it to pay for transactions.


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