CleanCloud Pay simplifies payment processing, allowing you to easily manage online payments by enabling 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.
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 Pay supports partial payments, offering greater flexibility for customers to manage their transactions.
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