Hi, Billy!
I’m not aware of any apps that are able to store credit card details, so the only workaround I can offer for now would be processing a draft order and sending the invoice to the customer.
I’ll include your comment here in the feature requests submitted to our developers. Thank you!
I agree with Billy,
This is a HUGE problem for my clients as well. We are on a plus plan and it is ridiculous that we cannot place orders for our clients without asking for their CC each time.. you should be more forthcoming with all of your stores that need to service B2B because Shopify is NOTTT the right platform for this. I wish I had known more before moving a client of mine to Plus that the system is not right for B2B on any level.
Shopify needs to find a way to support businesses like this.
If there is an app that would be amazing otherwise please add me to the list of people who need this functionality.
Hi Sophia,
Any progress on this? We have other POS options that allow you to do this, for example Square. This would be very helpful. As a user we would not need access to the card and verification info, just the ability to charge to it. And a card on file being added is done explicitly with the customer.
many thanks
Billy
Thanks for expressing your interest in this, Billy!
As I’ve previously mentioned in this thread, I am unable to provide updates on the status of feature requests. However, any changes will be posted to the Shopify Changelog.
Where did you find this setting?
I’m also jumping on this! I have multiple elderly clients who don’t have a cell phone or email and would like to keep her card on file. So they can just be charged when they call to place the order….so hopefully they figure this out. You’d think for the price I pay for this and the additional apps you “have” to pay for this would be included. I also have issues with the discounts and bundles. But that’s for another thread lol
I am also looking for this option for some of our customers and wanted to add another request for developing this option. We want to charge a deposit for customers and then when they return items we only charge them for the items they kept. Depending on how many items they keep will depend on if the deposit will be refunded or if they will owe us money. We would like the security of having their card info on file so that if they don’t return the products we can bill them for the full value.
Come on shopify, we all pay you so much money each month!!
These features should be simple to integrate
Some of the most basic requests shopify refuses to do. This and accepting ACH for example. I regret using this platform SO MUCH sometimes.
Hi all,
Here is our current workaround… Hope it is helpful to someone and hope Shopify finds us a solution!
We migrated to Shopify from Square. Square manages cards on file with no problem… So I have set up a new payment method in Shopify so that it records sales and tracks inventories but doesn’t take payments. I called it “Square Card on file”. Then I go and process a miscellaneous charge on square to the card on file. The customer receives two receipts. One from Shopify and one from Square. And then from an accounting point of view, in quickbooks, we account accordingly where Shopify reports for all the sales and taxes and Square for the income and square fees. Not ideal, but the only way we can serve our customers…
Sophia, any progress on this? Seems to be like quite a bit of demand.
Yeah we use Plus so i dont think it works on other plans but with the ‘New Customer Accounts’ we have turned on since we need it for b2b, we assign access to a generic internal email customer to a b2b company account location, which lets us access that company from the front end and save a card on file for that location. So to my knowledge at this time, this is the ONLY way to save a card on file and use as a vault card for later, someone must do it from the front end. Then you’re able to use this vaulted card to charge any order from the backend. But of course you must create the order first (with some terms) and then you can charge, I’ve already push them for it but would be much better to access vaulted cards at the draft level so you can charge before actually creating the order
The fact that this is not a feature is astounding. It is one of the most basic feature of any payment processor out there! i.e. Square, Quickbook payments, authorize.net, ect. This is certainly not an extraordinary feature, and I have to say that as a company who has been greatly let down by the features of Shopify, it is disappointing that we did not realize this was not a feature until we got to the testing phase of our store, 6 months after starting our transition.
We are a multi million dollar business and to suddenly tell our customers that we can no longer save a card on file for them to use at checkout, pay invoices, or even for us to be able to charge over the phone, is totally ridiculous.
To all of the people in this thread looking for a workaround, I would suggest integrating your shopify store with another payment processor and NOT using Shopify payments. This will, of course, cost a small % as shopify is greedy and charges you for not using their processor, but until shopify allows their payment processor to do this natively, it’s the only option.
If you sue something like QuickBooks payments or Authorize.net, you can save the customers card on file and then you can charge it as needed based on your agreement with your customer.
I hope this helps and will try to remember to post an update with whatever final solution we implement.
It’s 2024 and they still don’t have this feature like square does?
@Sophia its Now September of 2024 and Shopify doesn’t have a COF feature like Square POS.??
We are in the process of migrating to Shopify due to some better features and fulfillment integrations. However we might need to re think this as our b2b business customers call and always say to charge the card on file. as I am Bulding the site and pos I couldn’t find the cof feature. Now I know why, it’s not there.
We don’t store the information, square stores it for us and we can’t see the card. We just click the charge card on file. If we have to enter a card every time we get a call for an order then it’s not worth the switch to Shopify.
crazy people asking for this in 2022! Almost 2025 in 3 months and Shopify is like no?
Easy Pie Checkout for Shopify solves this problem. A Stripe-powered third party checkout solution.
This solution solves this problem by using Stripe’s Future Payment feature.
1.a. Your customer adds $0 product to the cart and goes to the Easy Pie Checkout (automatically redirected), the customer is informed that this payment method will be open to future payments while filling in their payment information, and the customer approves this, so the customer’s payment method will be open to future payments.
1.b. Or Easy Pie team can customize the solution for you so that this approval can be obtained for any payment.
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Following this string closely as I want to move a client from WooCommerce to Shopify, but ensuring that the merchant can charge cards on file is critical and will be a deal breaker if we can’t find a solution. I would guess that Shopify’s issues are around security and liability, which I respect, and I’m not expecting them to offer it in the future.
I was told that there are third-party apps that would work. From the comments, I’m guessing no one has found any, but I thought I’d throw out the question.
My client has been using authorize.net through woo commerce, and that can work here as a third-party payment solution. Their CIM module allows merchant initiated card on file transactions. Shopify recently cut off direct access to CIM, but you can log into CIM separately to run/finalize the transaction. The client uses it now, and for the most part, I think it’s a good option for her (may not work for everyone).
However, I learned yesterday that if the store doesn’t use Shopify payments, Shopify doesn’t include insurance with Shopify Shipping. These shipments need insurance, and Shopify removing that means we have to set up a third-party solution, and the client won’t have the advantage of Shopify’s great shipping rates.
I work with technology companies, too, and would understand if there were a technology reason that these things were coupled together, but I really can’t envision one. It feels like it’s another lever to force people into Shopify payments.
Hi Sophia,
how can we upvote this so that developers realize that this is an important feature that companies want?
following up on this. Has this feature - requested by many since at least 2022 - yet been implemented? We are yet another business with customers eagerly and frequently requesting COF functionality. As in others’ case, subscriptions is not a suitable option for us.