How To View/Update CC/ACH On File?

Modified on Thu, Nov 21 at 1:46 PM

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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