Adding Editing and Deleting Customer Credit Cards
    • 28 Aug 2024
    • 1 Minute to read

    Adding Editing and Deleting Customer Credit Cards


    Article summary

    To update a customer credit card, click on their customer profile from inside the Customer List under Customers. The option to view Credit Cards will be listed in the menu on the left-hand side of the screen.

    Adding a Credit Card

    To add a new credit card, click on the box with a + symbol in it to enter the new details. You can add up to 10 credit cards per customer profile.

    Enter the credit card information:

    • Card Number
    • Card Expiry Month
    • Card Expiry Year
    • CVV Security Code - this is a required field
    • Select Terminal
    • Cardholder Name
    • Street Address
    • Zip/Postal Code


    • Click Save to apply the changes.



    Deleting a Credit Card

    To remove a credit card from a customer's profile, go to the Credit Cards section of the customer information and click on an existing card.


    This will open the card information, click on Delete in the top right-hand corner to remove the card from the customer profile.

    Click on Yes to confirm you want to delete the credit card.


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