INTENDED SEARCHES: customer card, saved card, request card, autopay card, payment method
Customer saved card records store payment method details used for future payments or autopay when payment processing is enabled.
Fields/options you may see:
- Customer.
- Payment method reference.
- Card brand.
- Last four digits.
- Expiration month.
- Expiration year.
- Billing name.
- Billing ZIP code.
- Default card status.
Important rule:
TabulateCRM should not expose full card numbers. Only safe payment references and partial card details should be visible.
Why this matters:
Saved cards can speed up payment collection, deposits, autopay, and recurring billing. Wrong default cards can cause failed charges or customer complaints.
Support note:
If the user cannot find the option, sees different fields, cannot save, or receives an error, contact support with the record name, page, action attempted, error message, and screenshot if possible.
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