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Adding a Payment Method on File for a Customer

In Allison, you can securely store a customer’s payment method so you can charge them quickly after a job is completed. This guide walks through every place in the app where you can add a card on file.

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Written by Blake Wood
Updated over 2 months ago

Overview

Allison allows you to add and save a customer’s payment method from multiple areas in the platform. Once a card is saved, you can charge it instantly when a job is completed, including adding tips or notes during checkout.

This article covers each location where you can add a payment method:

• From an unpaid invoice
• From the customer profile
• During the Add Job flow
• From the invoice detail view
• From the Now screen (More menu)

1. Add a Payment Method From an Unpaid Invoice

Whenever a customer has an unpaid invoice and no card on file, you’ll see two options:
• Mark as Paid
• More Menu (•••)

  1. Select the More Menu.

  2. Choose Charge Card.

  3. Add the customer’s payment method. Once saved, the card will remain on the profile for future charges.

2. Add a Payment Method From the Customer Profile

You can store a card directly from the customer’s main profile.

  1. Open the customer profile.

  2. Find the Payment Method section.

  3. Select Add Card.

  4. Enter the payment details and save.

This is the fastest way to add a card before booking or completing jobs.

3. Add a Payment Method During the Add Job Flow

The final step of scheduling a job includes a payment section.

  1. Go to Add Job.

  2. Select the customer and configure the job details.

  3. On the last step of the flow, look for the Payment Method area.

  4. Select Add Payment Method and enter the card.

This is helpful when booking a job for a first-time customer.

4. Add a Payment Method From the Invoice Detail View

You can also add a card while viewing any specific invoice.

  1. Open the invoice.

  2. Look for the payment options area.

  3. Select Add Card and save the information.

5. Add a Payment Method From the Now Screen

If a job is completed and the customer has no card on file:

  1. Go to the Now screen.

  2. Locate the job.

  3. Select the More Menu (•••).

  4. Choose Charge Card.

  5. Add the card directly from the modal.

Charging a Saved Card

Once a payment method is on file, charging it is simple:

  1. Open the completed job or invoice.

  2. Select Charge.

  3. Choose the stored card.

  4. Add tips or internal notes if needed.

  5. Confirm the charge.

Summary

You can add a customer’s payment method from:

• Unpaid invoices
• Customer profiles
• Add Job flow
• Invoice detail view
• Now screen job actions

Once added, the card remains stored so you can charge it instantly after future cleanings.

Note: Some customer cards may require additional authentication in order to be saved on file. If authentication is needed, a popup will show with additional verification instructions. Once completed successfully, the card will be saved.

If you're unable to complete these verification instructions and instead need the customer to do so, you can send them a secure link to add their card themselves.

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