How do I use a Credit Card on File / Created Token?
How do I use a Credit Card on File / Created Token?
On the Client Card > Accounts tab, users can save a credit card to be used later by using the Create Token button. Also, businesses can require a credit card on file to book an appointment online through Setup > Setup Appointments & Emails > Online Booking.
To use the Token on File / Created Token as a payment:
From Checkout, confirm the ticket has all the items added
Go to the Payment Tab and select Token On File
By default, the remaining balance will be the amount to apply but can be updated if needed
Select Apply Payment
The Token on File will be charged and the payment will be noted as Token on File.
Our team here at Inspire by STX has created a basic template for businesses to repurpose to share the credit card token on file update with their clients. Follow these steps below: First, open the attached text file (at the bottom of the article) or ...
Clients can update their own token on file by following these simple steps: Login to Online Booking Businesses can locate their Online Booking link in Setup > Setup Appointments & Emails > Online Booking Link Click MY ACCOUNT Click on PAYMENTS Enter ...
Location: Reports > Transaction Reports The Credit Card Batch Report exclusively reports on transactions where the payment used STX Payments integrated credit card processing. The report focuses on a single day's transactions starting at 9:30 PM EDT ...
Non Cash Payment Fee Setup will be available in Early Fall 2023 What is a Non Cash Payment Fee? The Non Cash Payment Fee (also known as Cash Discounting) is a program offered exclusively to our STX Payments customers. Once enabled for the program, ...
To save a credit card on file for a client Go to Clients Search and select the client Click on the Accounts tab Scroll down to the bottom, click Create Token Enter the required card information Click Save When a Token on File is updated, and email is ...