Recently migrated to the new Evo Platform?
Your stored credit cards in NetSuite are migrated as part of the transition and ready to use when you Go Live
The stored credit cards function in Vital allows you to apply payment to invoices when created in Vital. Having these details on hand will simplify your billing process and improve the cashflow in your Franchise.
Stored credit card guides
- Stored credit cards - Managing for clients
- Stored credit cards - Using for payment
- Storing a document for a client using notes (eg. credit card authorisation forms)
Tips on using stored credit cards
- Can only be used at invoice creation - It's important to note that stored cards can only be applied when creating an invoice. Once it is created you can no longer use the stored credit card.
- Use a "Stored Card" tag for clients - Adding a tag like this will appear on your invoicing screen and assist in knowing clients that have a stored card that can be applied.