SMBcrm Mobile App: Manage Cards on File for Contacts

You can now save, use, and remove cards on file for a contact in the SMBcrm Mobile app. This helps speed up repeat payments and keeps payment methods organized inside the contact record.

What Changed

From a contact’s payment area in the mobile app, you can now:

• Save a customer’s card for future use
• Remove a saved card when it is no longer needed
• Use saved cards when creating a transaction, invoice, estimate, or in-person charge tied to that contact

This update supports faster payment collection in both your CRM workflow and payments workflow.

How to Add a Card on File

1. Open the SMBcrm Mobile app.
2. Go to Contacts.
3. Select a contact.
4. Open the Transactions tab.
5. Tap the + button.
6. Select Manage Cards on File.
7. Enter the card details and save the card.

How Saved Cards Can Be Used

When you create a transaction, invoice, estimate, or in-person charge linked to the contact, any saved cards will appear as available payment methods.

How to Remove a Saved Card

1. Open Manage Cards on File for the contact.
2. Swipe left on the card you want to remove.
3. Tap Remove.
4. Confirm the action.

Why It Matters

• Faster checkout for returning customers
• Better organization of payment methods within the contact record
• A smoother experience for repeat payments

In Case You Missed It

You can also read about setting a default path for workflow branches.

Need Help Applying This Update?

If you’d like help rolling this out in SMBcrm, visit Support or request a demo.