Customer - Keep card on file using tokenization

If a customer comes in frequently and asks about having their card on file, you can add it with their customer account. This is applied with card tokenization, using a secure token in their account info allowing a card to be charged on later purchases. You’ll add the card to their account in the “Customers” area.

Adding tokenization feature : In order to include card tokenization with your service, you will have to enable it through Elavon as a feature on your account. Please contact your representative or Elavon at 1-800-725-1243 for assistance. There will be a monthly fee for this feature. This service is not available yet for Moby devices. Also, it isn't an option for Poynt devices. 

To start :

Step 1 : Tap on Dashboard -> Back Office -> Customers .

Step 2 : Tap on the “+” button on the top right or select an existing customer. Fill in customer information, tapping on “Add Card” on the lower right to add the card info.

Step 3 : Enter the credit card and expiration, then tap on “Submit”

     When a customer returns, they will be able to pay with their card on file. When they return to make a purchase, their account name will be added to the receipt for the payment info. To start :

Step 1 : Tap on the customer name field in the top right as you’re filling in the customer order. Fill in their name to assign the receipt to them. Then tap on “Pay” to proceed.

Step 2 : Select “Credit” as the payment type and you’ll see the option on the bottom. Tap on  “Use Card on File” to process the payment.  

*Elavon is the only supported processor of this feature that is compatible with the talech software. This service is not available yet for Moby devices. Also, it isn't an option for Poynt devices. All other gateways and processors can utilize the pre-authorization feature for an alternative, but do not have an option to support saving a credit card to a customer's profile.