Our payment integration with Clearent allows customers to save their card details for future use. This guide outlines the recommended settings for ensuring smooth, efficient payment processing for your orders.
Step 1: Enable Auto Charge for Saved Cards
Automatically charge saved cards when orders are cleaned:
Go to Settings → Admin → Payments & Finances → Payments.
Set the Default Payment Method to Pay on Collection.
Enable Auto Charge Saved Card When Order Cleaned for All Orders (or select Pickup & Delivery Only if it suits your workflow).
Click Submit to save your changes.
🗒️ Important Notes:
When creating a Pickup & Delivery order in-store, always choose 'Pay On Collection' — do not select 'Pay with Saved Card (Clearent)'.
If the customer has a saved card and the order total is likely to change later (e.g. after detailing), you must select 'Pay On Collection'. Do not use 'Pay with Saved Card (Clearent)'.
Why this matters: Choosing 'Pay with Saved Card (Clearent)' will charge the initial (non-detailed) amount, and any changes to the order total will not be charged later.
Step 2: Require Customers to Add a Credit Card Before Placing an Order
Ensure customers add their card details before they can place an order:
Go to Settings → Admin → Payments & Finances → Payments.
Under CleanCloud Pay, enable Require Customers to Add Credit Card Before They Can Place an Order.
Click Submit to save your changes.
Why These Settings Are Important
Ensure Payment Before Pickup/Delivery: This guarantees all orders are paid for before they are delivered or picked up.
Avoid Payment Discrepancies: Minimizes issues when orders move from the Cleaning Page to the Ready Page.
🗒️ Notes:
Adding Card Details: Customers can add their card details via their online account, or you can manually through the CRM page. To manually add a card, go to Edit Customer → Saved Card → Add Card.
Partial Payment Support: CleanCloud supports partial payments, offering greater flexibility for customers to manage their transactions.
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