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.
