Remove CC/ACH on File
Click Customers | Select Customer
Click Add/Edit to see Payment information for that customer
1. Deleting Payment Information
- If there is a payment method you want to remove, click the 'Delete' button. This will remove the selected payment information from the customer's profile.
2. Adding New Payment Information
- Click "+ Add New": To add new payment details, look for a button labeled "+ Add New".
- Enter Payment Information: Clicking the button will open a form where you can input the customer's new payment information, such as:
- Credit card details
- Bank account info (for ACH payments)
- Save the Information: After entering the new payment information, click Save or Add to store the details to the customer profile.
Summary:
- To delete payment info: Click "Delete" under the Action column.
- To add new payment info: Click "+ Add New", enter the details, and save.
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