Adding Editing and Deleting Customer Credit Cards
    • 18 Oct 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.

    View customer's credit cards in Helcim

    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.

    Adding new credit cards for customers in Helcim

    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

    Enter new customer's credit card information in Helcim

    • 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.

    Deleting customer's credit cards from Helcim

    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 delete to delete customer's credit cards from Helcim

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

    Confirm to delete customer's credit cards from Helcim


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