Get credit card details from recipients without charging any amount and the card details should be automatically saved.
Get credit card details from recipients without charging any amount and the card details should be automatically saved.
Michael Angelo Miguel
shared this idea
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Hello,
You can do this with the credit card field if you have Stripe connected to your account and the Stripe payment app added to your document or template. This integration allows you to store credit card information to be viewed in Stripe later.
When the customer fills out the field, the credit card information is obscured (you can only see the last 4 digits) but in Stripe, you will be able to see the full customer card information.
Open your Stripe account and click on “Customers” on the right. In the Description column, find the document name and click on it. Scroll down to the Cards tab and unfold it to view the payment info. From there, you can create a subscription or a one-time charge.
https://support.pandadoc.com/hc/en-us/articles/360017806894-Stripe#h_7ecaeb0a-035c-4d05-ab6a-25d964fa3fb7:~:text=To%20access%20their%20payment%20information%3A