All Collections
Finances
Does your Contact Have a Stored Credit Card
Does your Contact Have a Stored Credit Card

Check to see if your contacts have a stored card attached to their profile

Updated over a week ago

Now you can see if your contacts have a credit card attached to their profile and the details of that card. 

To check if a Contact has a credit card attached to their Profile, view their Contact details and select Finances.

In the Card area, you'll be able to check:

  • Type

  • Ending In

  • Expiry

  • Status

  • Payment Gateway

  • Added to Profile

Alternatively, you can configure your columns in your Contacts display to show this information.

Select Displayed Fields (from the controls at the top, right)

From the Displayed Attributes, you can select any, or all, the Card details (you can also select Membership info and, if you have them, Custom Fields).

Requested fields are then displayed.


For those that prefer to visually learn, we have attached a Knowledge Base Video for you to watch.


If you are experiencing issues that none of our articles has helped you solve, please contact by clicking the button below:

USEFUL LINKS:🚀

  • Don't have an account yet? Sign Up now and get Pro Free for 30 Days🚀

  • New to TidyHQ? Check out our Getting Started Collection🐣

  • Everything you need to know? please refer to TidyHQ FAQs 💬

  • Looking for TidyHQ rates? talk to us to better understand our Pricing💰

  • Anything related to help topics? please visit our Help Centre🚨

CONNECT WITH US:🌍™

If you'd like to know more, chat with us in the Messenger! 😊

Did this answer your question?