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Zoey securely tokenizes saved credit card information.

Online payment gateways (Stripe & Authorize.Net) will save the card details if configured to do so. You can then re-use or manage those saved cards in Zoey.

When a card is saved, it will appear in the Contact or Account record for whom it was saved for.

Enable Payment Gateways (Stripe & Authorize.Net) to Save Cards

In Settings > Payment Methods > Stripe you will find the Save Customer Cards setting which will let you ask the customer to save the card, or to save it without asking.

For Authorize.net, you must enable the Authorize.net CIM which is responsible for saving the card details.

Account Saved Card Permissions

Restrict Contacts to Paying With Own Saved Cards

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Contacts can be restricted to paying with only the Saved Cards on their Contact, instead of having access to all the cards saved to an Account.

In the Contact's Role there is a permission called Allow Pay With Account Cards in Checkout.

• When disabled, the Contact will only be able to pay with cards saved to their Contact.
• When enabled, the Contact can use their own cards and any cards saved to the Account to pay.

Save Cards to Account or Contact

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You can choose whether cards are saved to the Account or Contact when customers checkout in your store.

Global Default

In Web Settings > Customer Settings > My Saved Cards there is a setting which is enabled by default called Enable Account Saved Cards on the Customer Portal. This sets the default behavior for saving cards to the Account.

When set to No, the cards would be saved to the Contact instead of the Account.

Role Permission

When the global setting is set to Yes, you can set if the Role is allowed to save cards to the Account by enabling Allow Save Cards to Account from Checkout.

Managing Saved Cards in Admin

You can view the saved cards by opening the Account or Contact and looking at the Cards on Account section.

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Cards are saved to either Stripe or Authorize.Net CIM. The Cards on Account area will display which payment processer the card is saved to.

As a Store Admin, you can Remove or Change Billing Address of a card on file with Stripe. Click the 3-dots to find those options.

Change Billing Address on Saved Card

When changing the saved billing address for a saved card, you can choose a Bill-To address on file for that Account.

Adding Nicknames to Authorize.net CIM Saved Cards

Currently not available for Stripe saved cards.

Nicknames can be added to cards saved to Autorize.net to help customers identify their saved cards.

The card Nickname can be set when adding the card, and edited through Admin and Account Manager.

How your Customers can manage their Saved Cards

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Credit Cards can be saved to the Contact, or the entire Account. The cards can be saved by Stripe or Authorize.net which also changes where they can be found.

Where the card is managed will depend on whether it's saved to a Contact or Account.

Cards Saved to Account

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Cards Saved to an Account will be found in the Account Manager.

Customers which are Managers can navigate to the Account Manager through the My Account page.

After clicking on Account Manager your customer would scroll down to the bottom to find Cards on Account.

There they can manage the cards saved to Stripe and Authorize.net for the Account.

Cards Saved to Contact

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There are two different places to find Contact Saved Cards, depending on whether you are using Stripe or Authorize.net

• Stripe: /customer/savedcards/
• Authorize.net: /cim/customer_account/payment/

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Add a link bring your customers to the page to manage their Contact Saved Cards.

If you go to Edit My Design and open the My Account Template you can add a link to a URL which the customer will then be able to Add, Remove or Manage their Saved Cards. Add a link to the URL pointing to: /customer/savedcards