This article explains how dealers can add, edit, or remove saved payment methods on a customer’s account in Carpay.
Saved payment methods allow you to quickly process payments and manage Autopay without re-entering card details each time.
Adding a new saved payment method
Step 1: Open the customer’s profile
Log in to Carpay.
Go to the Customers tab.
Search for and select the customer’s account.
In the left-hand menu, click Saved Payment Methods.
Step 2: Enter payment details
In the Add Payment Method section on the right side of the screen, enter the following:
Name on card
Credit card number
Card expiration date
CVV2 code
5-digit ZIP code
Card name in system (optional internal label/nickname for the card, such as “BofA Debit” or “Business Card”)
Step 3: Save the payment method
Click Save Payment Method. Once saved, the card will appear in the list of saved payment methods for that customer.
Removing a saved payment method
Step 1: Locate the payment method
At the top of the Saved Payment Methods page, you’ll see all payment methods currently linked to the customer’s account.
Step 2: Delete the payment method
Click the red Delete button next to the payment method you want to remove.
The payment method will be removed immediately from the customer’s account.
saved payment method-dealer
Additional options
Dealers can also manage saved payment methods using these tools:
Edit card name
Click Edit Card Name next to a saved card
Update how the card is labeled internally for easier identification
saved payment method-dealer
Manage Autopay (DMS Specific- Wayne Reaves, AutoManager and DMO Only)
Use the toggle in the Autopay column to enable or disable recurring payments for a specific card
Only one payment method should be active for Autopay at a time (per dealership best practice)
Best practices
Always confirm card details with the customer before saving
Use clear internal card names to avoid confusion
Remove outdated or expired cards promptly
Review Autopay settings when updating payment methods