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View and delete credit cards on file
January 22, 2025

JourneyCARE's payments module now allows organizations to manage credit cards in situations where the customer has indicated that they want to keep a card on file.


If you try to delete any card that is currently used for a subscription, you will be alerted and asked to confirm.


Currently, this feature is only available for Stripe and for organizations that are using the built-in payments solution, NOT third-party e-commerce or other payment processors.


Plans are in the works to extend this functionality to other types of payments and other types of processors like PayPal, Authorize.net, etc.

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Often, when organizations initially migrate to JourneyCARE, they worry about the financial history that would be left behind in their old platform. Now, you don't have to do that! If you have invoice data in a spreadsheet or CSV from another tool, you can bring that information into JourneyCARE in just a few clicks. When importing, you will simply map the CSV columns to the JourneyCARE invoice fields (e.g. issue date, due date) and match any existing tax settings. After the import completes, you'll receive an email summary that shows which invoices were successfully imported and which failed (along with reasons for any failures).
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