TABLE OF CONTENTS

• Introduction
• Placing the order from the checkout page
• Converting the quote into the order from the webstore
• Important Notes:

Introduction

This feature enables users to conveniently and securely save their credit card details for future transactions. Once the card details are saved during checkout, they can be used for future payments without re-entering them each time. This not only provides a seamless and efficient checkout experience but also ensures the secure handling of payment data, enhancing user convenience and checkout speed.

Placing the order from the checkout page

• If the user selects the credit card option during checkout, a “Submit and Pay” button appears below the list of payment methods. 
• When the user clicks this button, a pop-up titled “Submit and Pay” opens, displaying a checkbox labeled “Save this Credit Card for future use.”

• After selecting the checkbox and clicking the ‘Submit Payment’ button, the order gets placed by charging the order amount to the credit card, and the card details will be saved.
• When placing the next order, the saved card details appear in the “Submit and Pay” pop-up. 
• The user only needs to enter the CVV and click the “Submit Payment” button to complete the checkout process.

Converting the quote into the order from the webstore

• When a user converts a quote into an order from the Quote History > Quote Details page by clicking the “Convert to Order” button, a pop-up appears displaying all the available payment methods.
• If the user chooses to pay via credit card, a section opens to add the credit card details below the list of payment methods (as shown in the above image).
• Here, too, a “Save this Credit Card for future use” checkbox is added to store the credit card details.
• Once the checkbox is selected and the quote is converted into an order, the respective quote amount is deducted from the credit card, and the card information gets saved.
• When converting another quote to order, the saved card details appear in the “Submit and Pay” pop-up. 
• The user only needs to enter the CVV and click the “Submit Payment” button to complete the checkout process.  (as shown in the above image).

Important Notes:

• If the order fails to place due to any technical issues, the credit card details do not get saved. 
• CVV is never saved; the user must enter it manually each time.
• If a user has access to multiple stores, all the credit cards saved by that user are visible across all stores, regardless of the specific store.
• The saved card process also works for the partial payment flow.