Merchants can use card information saved in the customer profile to complete transactions. Collecting this high-level information can help keep transactions secure without the need for a physical card at checkout.
To enable the Card on File settings, please contact EPI and a member of our team will assist you.
- Note: If a customer wants to save multiple cards, merchants will need to create specific customer profiles for each card (i.e., Michael Smith 1111, Michael Smith 1234, etc.).
- From Home, navigate to Customers > Customer List. To create a new customer profile, see Enter a New Customer.
- Select the customer profile from the list.
- In the bottom left, tap Add Card On File.
- Fill out all fields with a red asterisk (*), then tap Save Card. Note: All credit card information is encrypted and is not stored locally on Exatouch equipment.
- In the Details tab, tap Save.
- In the Order Details tab, use the search icon to open the Customer List.
- Attach the customer to the order in progress.
- In the Pay tab, tap Card On File.
- In the confirmation window that displays, tap Yes.
- Confirm the amount to be charged to the card on file, then choose a payment option.
- The receipt is displayed on the terminal, with the card information at the bottom.
- Note: Tips charged to a card on file work like normal credit card sales, and are added on the Complete Auth screen. For more information, see Adjust for Tips on an Order.
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