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CleanCloud Pay: Saving a Card

Set up CleanCloud Pay Hosted Payments to securely store and charge customer credit cards for seamless transactions and pickups.

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Written by George
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CleanCloud Pay Hosted Payments enables secure credit card storage, making transactions seamless for recurring customers and pickup & delivery services. This integration allows businesses to store customer payment details for faster checkouts and automated payments.

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Charging a Saved Credit Card

Once CleanCloud Pay is set up, customers can pay online, and staff can process payments using saved cards.

From the Ready Page (POS)

  1. Go to the Ready page and click Payment next to the order.

  2. In the pop-up, select Pay with Saved Card (CleanCloud Pay).

  3. If the customer has a stored card, it will be charged automatically.

  4. If no card is stored, you can manually enter payment details.


From the New Order Page (POS)

  1. Create or edit an order on the New Order page.

  2. Select Pay with Saved Card (CleanCloud Pay) as the payment method.

  3. Click Submit to process the transaction.


From the Driver App

  1. When marking an order as Delivered, the driver can select Pay by Card.

  2. The system will attempt to charge the customer’s stored card.


Managing Stored Credit Cards in CleanCloud

With CleanCloud Pay, you can view, edit, and remove saved customer cards directly from the Customer CRM page.

Adding or Updating a Saved Card

  1. Navigate to the Customer CRM page.

  2. Click Edit Customer.

  3. Find the CleanCloud Pay Card section and click Add Card.

  4. Enter card details manually or select Use Card Terminal for secure input.

  5. Click Update to save changes.

Stored card details include:

  • Expiry date

  • Card type

  • Last four digits

  • Date added


Enabling CleanCloud Pay for Pickup & Delivery App

  1. Go to Settings → Admin → Payments & Finances.

  2. Scroll to the Payment section.

  3. Toggle the following settings as needed:

    • Let Customers Add Credit Card in App

    • Require Customers to Add Credit Card Before They Can Place an Order

  4. Click Submit to apply the changes.


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Explore our Help Center articles for answers. Contact us for further assistance.

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