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Table of Contents
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- How To Guides
- Users & Logins
- Save a User's Payment Method
Save a User's Payment Method
Updated
by Danielle Kellogg
Knack can store payment methods in order to easily allow a user to pay a bill or an admin to submit a payment on their customer’s behalf. Some use cases can include:
- Easy online bill pay
- Payment of invoices
- Call-in payment services
Scenario
This article walks you through using Knack to build functionality that allows users to save their payment method that can later be used to easily make future payments either by the customer, or a company representative.
An example can be found in our Customer Payment Portal template app.
Requirements
If this your first time creating an app, you'll need to know some basics about adding objects, fields, pages, and views. You can start by reading our Builder Basics section.
Other good resources can be found in our designing the database and building pages sections of the knowledge base.
Additionally, you will need to have user logins enabled to allow for multiple user roles as well as e-commerce enabled, to allow for the accepting of payments in your App.
See it in Action
You can find an example of working payment method views in our Customer Payment Portal template app.
By the time you’re done with this guide you will have two working payment method views. One will allow the logged-in customer to update their own payment method, and the other will allow a manager to update the customer’s payment information on their behalf.
Here’s what a payment method view looks like in action:

Steps
Enable E-Commerce Features
Before you can store payment methods, you need to enable E-Commerce features using the Stripe payment processor in your app.
You can read more on how to enable e-commerce features here.
Add a Stripe payment processor
Payment methods can only be stored with a Stripe payment processor. You’ll need to sign up for a Stripe account and provide Knack with your live and test credentials. If you already have a Stripe account, you can find your API Keys here.
Select the Stripe processor and enter your live and test credentials:
Configure Users
In this example we want to allow a logged-in customer to update their payment information, and we also want an employee to update the customer’s information on their behalf.
In order to accomplish this, your app needs user logins enabled and at least two different user roles. In this example they are "Customers" and “Managers”.
Enable User Logins
If this is your first time using login features, you’ll need to enable the user logins for your app. You can read more on how to enable user logins here.
Add a Customer User Role
In the Schema section of the Builder, click the green "+" button next to the User Roles section of your builder:
Give your new user role a name; we’ll refer to this one as "Customers" for the remainder of the guide.
Add a Manager User Role
Repeat the same process, but this time we’ll call the new user role "Managers":
Configure a Page for the Logged-in Customer
Next we will create a page that allows the customer to update their own payment method.
Add a New Login Page for Customers
In the "Pages" section of your Builder, click the green "+” button in the list of pages and select a login page.
Following the page wizard, and check the option to limit the permissions to specific user roles and select the “Customers” user role:
After clicking "Continue" and give your page a name.
Next you will be able to select a view to add to your page and which object records to show. For for this example we’ll show a details view of the logged-in Customer record:
Add a Payment Method View
Now it’s time to add a payment method view so the customer can update their own payment information. On your new page, click the "Add view" button in the top menu and select the “Payment Method” option.
You’ll be prompted to select which user the payment method is being to; in this case select the logged-in user:
The Summary will confirm all the actions that will take place after creating this view:
Configure a Page for the Manager User
This final step is similar to building a page for Customers above, but this time we’re restricting the page to "Managers" only and we’ll display a table of “Customers” so they can update the payment method for a specific customer record.
Add a New Login Page for Managers
Click the "Add" button in the list of pages.
Following the setup wizard, select "Yes, a user must login to access this page". Check the option to limit the permissions to specific user roles and select the “Managers” user role:
After clicking "Continue" give your page a name.
Add a Table of Customers
Next select a table view to add to your new page and select the “Customers” object.
Select the default table option with a linked details page and create the page:
Add a Payment Method View
Navigate to the new "Customer Details" page you just added and add a new “Payment Method” view. Select your Stripe payment processor.
Select the user the payment method is being saved to. In this case it is not the logged-in user; we want the manager to be able to update the payment method connected to "This page's Account".
Notes & Troubleshooting
Now that you’re storing a user’s payment method, follow this next guide to learn how to charge a customer on their behalf.