Ability to see if Credit Card is already Saved

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I can save a card to the portal but I cant see what cards are already added without making an invoice.

Already Available Billing & Invoicing Web Portal Suggested by: Lance (20 Apr, '23) • Upvoted: 23 May, '23 • Comments: 4

Comments: 4
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20 Apr, '23
Haley Admin
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You can view cards saved to customers via the AR Module under Resources > Billing > Customer Payment Info
21 Apr, '23
lance
I do not have access to the AR module. As the person generating the tickets for the AR module I would like to be able to see if the customer has a card on file when they ask. It determines the sale or not.
01 May, '23
lance
Hi Haley . Can you tell me how to see the saved credit cards without the AR module?
29 Oct, '24
Lance
Hi Haley. I generate the tickets. I am not the accountant so I do NOT have access to the AR module, therefore I can not view the saved cards until I make an invoice and declare a payment method. The customer prior to the sale is asking if his company has a card on file.