How to add and manage your customer's cards on file

Where to Find Card Management

Follow this navigation path to access card management for a contact:

Contacts → Contact Details → Payments ($ icon) → Actions

How to Add a Card on File

• Open the Contact Record.

• Click the Payments ($ icon) inside the contact details.

• Click Actions.

• Select Add Card on File.

• Enter the required card details:

  • Card Number

  • Expiration Date

  • CVV

  • Country

• Verify the information entered.

• Click Add Card.

Cards can be added in both Live Mode and Test Mode.

How to View Cards on File

• Open the Contact Record.

• Click the Payments ($ icon).

• Click Actions.

• Select Manage Cards.

• A list of cards will appear showing:

  • Last 3–4 digits of the card

  • Expiration date

  • Card provider (e.g., Visa, Mastercard)

  • Any associated label

Note: Both Test Mode and Live Mode cards will appear in separate lists.

How to Delete a Card on File

• Open the Manage Cards window.

• Locate the card you want to remove.

• Click Delete next to the card.

• Confirm the deletion in the prompt.

If the card is connected to an active subscription, a warning message will appear before deletion. Removing the card will leave the subscription without a payment method for automatic charges.

Security & Compliance

For security and compliance reasons:

• Card information is not stored within Aesthetix CRM.

• Only limited card details are displayed:

  • Last 3–4 digits

  • Expiration date

  • Card provider (e.g., Visa, Mastercard)

Each time you open the Manage Cards window, card data is securely fetched directly from the payment provider.
All card deletions are also processed through the payment provider to maintain compliance with payment security standards.