How To View/Update CC/ACH On File?

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.