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A customer’s card can be saved against their account and used to collect future invoice payments.
The tokenised card-entry screen itself (after selecting Start secure card setup) isn’t shown below — it’s hosted directly by FikaTrade’s payment provider (Monoova) and this documentation environment doesn’t hold live provider sandbox credentials to open it safely.

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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 detail page (Customers, then select the customer), select New payment method, and stay on the default Card payment method type.
The New payment method modal with Card selected, showing the customer's email and the Start secure card setup button. The actual card-entry form is hosted by FikaTrade's payment provider and opens after this step.
  1. 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.
  2. 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.