dragonfly

see a customer's saved cards

for clients who've paid you through pawpaw, dragonfly surfaces their saved card brands and last 4 digits on a payment-methods tab. helpful when they ask which card they're being charged on.

2 steps~1 min
  1. 1

    open the client and switch to payment methods

    the tab strip in the detail sheet has a "payment-methods" tab. it's only useful for clients with a verified email tied to past pawpaw invoices.

  2. 2

    see brand + last 4 + expiry

    every saved card shows brand, last 4 digits, and expiration. you can't remove a card from here — that's the customer's call from their own pawpaw receipts.

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