19.5.5. Taking a Deposit on a Vaulted Card

If a client has vaulted a card you can charge a deposit to that card when making internal appointments.

Vaulted Card for Deposits

If the client has previously used e-Pay and vaulted their card, the saved card can be used to charge a deposit when scheduling internally for a new appointment. The green card icon will appear next to the client’s name when scheduling an existing client.

From the last step of the scheduling window, click +Add Deposit.

The first thing to note is at the top of the popup if the client already has a card on file.

If they do, you can simply use the vaulted card. Although the client may want to use a different card and if so you can select the Add New Card button.