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What saved payment methods are and where they appear

updated

A saved payment method is a card stored against a Soapbox user account so it can be charged later without asking for the card again. Soapbox never holds the card number itself — the card lives with Stripe, and Soapbox stores only a reference to it plus the last four digits, brand, and expiry for display.

Important: Saved payment methods work only on sites that take payment through Stripe. On a site using any other processor, cards can't be saved, and the places described below show a message saying Stripe is required instead of a list of cards.

What uses them today

Auctions. A bidder's saved card is what your team charges from the auction's Checkouts tab, and what the bidder can choose on their checkout page. Each auction can mark one of the bidder's cards as the Auction Default, so a bidder with several cards on file is charged the right one for the event they are attending. If none is marked, the bidder's own default card is used.

That is the whole of it at present. Saving a card does not make it available to Donations forms, the Shop, or event registration, which each take payment at the moment of the transaction.

Where a card can be added

Where Who does it Typical moment
Soapbox Engage Onsite Your team, on a phone or tablet At a registration desk or on the auction floor
Users → User edit, in the administrator An administrator Tidying up a record before or after an event
The bidder's own account page The bidder Whenever they choose
Auctions → the bidder's detail panel An administrator While working a specific auction

All four write to the same place. A card added at the door on a phone is the same record an administrator sees the next morning, and the bidder sees on their own account page.

Who can see a saved card

An administrator can see the cards saved to any user, and can remove them. A signed-in user sees only their own. Nobody — administrator or user — can see the full card number, because Soapbox never receives it.

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