Business users can now add and save credit or debit cards on file directly from a contact’s detail page under Payments with Connectly. This feature allows you to securely store a customer’s card information, enabling you to easily charge the card later when needed.
It’s particularly useful for businesses that want to keep a customer’s payment details on record and process transactions at a later time. This is available alongside the ability to charge customers under the Actions button.
What’s next
The ability to schedule a subscription or send an invoice within the contact details page is coming up soon. This would allow businesses to perform major payment actions for customers without leaving the contacts page.