Adding Editing and Deleting Customer Credit Cards
    • 09 Apr 2023
    • 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.credit cards

    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.credit card listEnter the credit card information:

    • Card Number
    • Card Expiry Month
    • Card Expiry Year
    • CVV Security Code - this is a required field
    • Select Terminal

    credit card informationScroll down to review the Address Verification Service Information. This information will populate based on the customer information that is entered in their profile.

    • Cardholder Name
    • Street Address
    • Zip/Postal Codeaddress verification serviceClick Save to apply the changes.save button

    Editing a Credit Card

    You can update a customer's credit card by navigating to the Credit Cards section of the customer information and clicking on an existing card.
    credit card listYou can now edit the credit card information.credit card information

    Use the text boxes to update:

    • The Card Number
    • Card Expiry Month
    • Card Expiry Year
    • CVV Security Code
    • Select Terminal
    • Cardholder Name
    • Street Address
    • Zip/Postal Code

    Once you are done editing the information, click on Save to apply the changes.save button

    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.credit card list

    This will open the card information, click on Delete in the top right-hand corner to remove the card from the customer profile.delete credit card informationClick on Yes to confirm you want to delete the credit card.delete credit card information confirmation


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