You can add a card on file for any order, directly from the point of sale.

<aside> 👉 The “card on file” workflow is distinct from Separate Auth & Capture. When you add a card on file, you are storing card details to charge at a later time. In contrast, with Separate Auth & Capture the card details are not stored, and the short-lived authorization must be promptly captured before it expires (within 48 hours).

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How to add a card on file

Step 1:

Create a draft order from the Point of Sale application.

Step 2:

Enter customer details for the order (the customer can be a member, or a non-member).

Step 3:

From the Payment tab, select one of the following payment methods:

a) Card Reader

b) Manual Card Entry

You will see a new button pop up on the bottom below “Payment Methods on File” to ”Add Card to Order”. Click that button to add a card on file for this order. Once added, you can hand the card back to the guest or member, and charge the card later.

<aside> 💡 FYI: Adding a card on file for a member’s order will not add the card as a payment method for the membership (eg. to pay membership dues, or future point of sale orders).

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Charge a card on file