---
title: "Add and Manage Customer Cards on File"
description: "Add, view, and delete a patient's saved payment cards in Aesthetix CRM, with details on Live and Test Mode cards and how card data is securely stored by your payment provider."
url: https://help.aesthetixcrm.com/en/articles/1789-add-and-manage-customer-cards-on-file
collection: "Orders, Subscriptions and Transactions"
updated: 2026-09-15
language: en
---

# Add and Manage Customer Cards on File

Add, view, and delete a patient's saved payment cards in Aesthetix CRM, with details on Live and Test Mode cards and how card data is securely stored by your payment provider.

Saving a card on file lets your practice keep a patient's payment method ready for future charges, such as a monthly membership, a treatment package, or a follow-up service. This guide covers how to add, view, and delete cards on a patient's record, plus how card data is kept secure.

> **Tip:** Aesthetix CRM offers **AX Pay**, our own payment processing with rates better than Stripe. See [AX Pay Overview and Setup Guide](https://help.aesthetixcrm.com/en/articles/1763-ax-pay-overview-and-setup-guide.md).

## Where to Find Card Management

Card management lives on the individual patient's record. Follow this navigation path:

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

![](https://staticfiles.us.gleap.ai/gattachments/kAWz9ZOfVsoxa5RoOKWHz2s54a6lu2pQ9TRHXRfRCgg6WUmR8NIuQ5ki1eoonrKUBIO1bM1WbsQ.png)

## How to Add a Card on File

1.  Open the patient's **Contact Record**.
    
2.  Click the **Payments ($ icon)** inside the contact details.
    
3.  Click **Actions**.
    
4.  Select **Add Card on File**.
    
5.  Enter the required card details:
    
    -   **Card Number**
        
    -   **Expiration Date**
        
    -   **CVV**
        
    -   **Country**
        
6.  Verify the information entered.
    
7.  Click **Add Card**.
    

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

![](https://staticfiles.us.gleap.ai/gattachments/F52cz3v6ra2lrWPQyuST74PsUtK0NryMQ5zubkOZKrHvcMFQZzXCbrB8kvSA88LuscGAPFIIWy8.png)

## How to View Cards on File

1.  Open the patient's **Contact Record**.
    
2.  Click the **Payments ($ icon)**.
    
3.  Click **Actions**.
    
4.  Select **Manage Cards**.
    

A list of cards appears, showing:

-   **Last 3 to 4 digits of the card**
    
-   **Expiration date**
    
-   **Card provider** (for example, Visa or Mastercard)
    
-   Any associated label
    

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

![](https://staticfiles.us.gleap.ai/gattachments/2z47UvxNpUkpKRzfL7k5zMFbanaKyt9hOXbJBOFoaXP2CNm6jlzWqHJRADFJx7qI8LoAZVIHKbd.png)

## How to Delete a Card on File

1.  Open the **Manage Cards** window.
    
2.  Locate the card you want to remove.
    
3.  Click **Delete** next to the card.
    
4.  Confirm the deletion in the prompt.
    

> If the card is connected to an **active subscription**, a warning appears before deletion. Removing the card leaves the subscription **without a payment method for automatic charges**.

![](https://staticfiles.us.gleap.ai/attachments/20260312114813_3165.png)![](https://staticfiles.us.gleap.ai/attachments/20260312114813_5900.png)

## Security and Compliance

For security and compliance:

-   Card information is **not stored within Aesthetix CRM**.
    
-   Only **limited card details** are displayed: the last 3 to 4 digits, the expiration date, and the card provider (for example, Visa or 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.

## Frequently Asked Questions

**Where do I add a card for a patient?**

On the patient's contact record: **Contacts → Contact Details → Payments ($ icon) → Actions → Add Card on File**.

**Can I add a card in Test Mode?**

Yes. Cards can be added in both Live Mode and Test Mode, and they appear in separate lists in the Manage Cards window.

**What card details are visible after I save a card?**

Only limited details: the last 3 to 4 digits, the expiration date, and the card provider. Full card numbers are never stored in Aesthetix CRM.

**Is the full card number stored anywhere in Aesthetix CRM?**

No. Card information is held by your payment provider, not in Aesthetix CRM. Data is securely fetched from the provider each time you open Manage Cards.

**What happens if I delete a card tied to an active subscription?**

A warning appears before deletion. If you continue, the subscription is left without a payment method for automatic charges, so you should add a replacement card to avoid failed renewals.

**Why do I see two separate lists of cards?**

Test Mode and Live Mode cards are kept in separate lists so test data never mixes with real payment methods.