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A customer’s card can be saved against their account and used to collect future invoice payments.

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Before you begin

A card can only be added by a member of your team, on the customer’s behalf — a customer can’t add their own card from their own login. You’ll need the customer’s card details at hand (for example, over the phone or with the customer present).

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Steps

  1. Go to the customer’s payment methods and start a new card registration.
  2. Enter the customer’s card details in the secure card form. FikaTrade doesn’t see or store the full card number or CVV — these are handled directly by FikaTrade’s payment provider and only a token, the card type, last 4 digits and expiry are saved.
  3. Save the card. It’s now available to use for that customer’s invoices.

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Using a saved card

A customer’s saved card can be set as their default payment method, so it’s used automatically when you collect payment on their invoices — see How payments are collected.

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If a card fails or expires

There’s no separate “update card” flow — if a card has expired or a payment fails, remove it and add a new one using the same steps above. A failed card payment can be retried by selecting Collect Payment again on the invoice; see Failed payments and retries.

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Refunds and disputes

FikaTrade doesn’t have a refund button for card payments — see Reversals and refunds. Card disputes and chargebacks aren’t currently shown anywhere in the supplier workspace.