You can edit, delete, or add a new payment card to a customer’s profile at any time.
Editing a stored payment card’s information
You can edit the following payment card information:
- Expiration Date
- Card Number
- Name on Card
- Street Address
- Postal Code
To edit a stored payment card’s information:
Option 1. Complete the steps in the following video:
Option 2. Complete the following steps:
- On the toolbar, click Recurring Billing.
- Click the customer’s record to open the detailed view.
- On the card record, click Edit.
- Edit the Card Information:
- Using the month and year drop-down menus, select the Expiration Date
- (Optional) Click Change the Card Number, then type the Card Number
- Name on Card
- Street Address
- Postal Code
- Click Update Card.
Deleting a stored payment card
To delete a stored payment card:
- On the toolbar, click Recurring Billing.
- Click the customer’s record to open the detailed view.
- On the card record, click Edit.
- Click Delete Card. The Payments Portal prompts “Are you sure you want to delete the card?”
- Click Delete Card.
Adding another payment card to a customer’s profile
To add another payment card to a customer’s profile:
- On the toolbar, click Recurring Billing.
- Click the customer’s record to open the detailed view.
- On the card record, click Add New Card.
- Enter the Card Information:
- Type the Card Number.
- Using the month and year drop-down menus, select the Expiration Date.
- Type the Name on Card.
- Type the Street Address.
- Type the Postal Code.
- Click Save Card.
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Tags: payment card, customer details, billing address, edit stored card, expiration date, payments portal, recurring billing