How to Manage Customer Credit Cards

Add a new card, remove a card, and change the default card on file for a customer.

Viewing payment method details

1. Go to Contacts > Customers, then search for and open the customer’s profile
2. In the customer’s sidebar panel, you’ll see their Default payment method if one is saved
3. Click Show All to see every card on the account

Adding, updating, or removing a card

From the Default Payment Method section of the customer’s profile sidebar, you can:

• Add a new payment method — enter a card the customer provides
• Set default — change which card is used for recurring payments
• Remove — delete an outdated or cancelled card

How customers update their own card

Customers can update their payment method from the customer app:

1. Tap More in the bottom right
2. Select Payment Methods

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