How do I edit a customer's stored payment card?

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:

  1. On the toolbar, click Recurring Billing.
  2. Click the customer's record to open the detailed view.
  3. On the card record, click Edit.
  4. Edit the Card Information:
    1. Using the month and year drop-down menus, select the Expiration Date
    2. Click Change the Card Number, then type the Card Number
    3. Name on Card
    4. Street Address
    5. Postal Code
  5. Click Update Card.

Deleting a stored payment card

To delete a stored payment card:

  1. On the toolbar, click Recurring Billing.
  2. Click the customer's record to open the detailed view.
  3. On the card record, click Edit.
  4. Click Delete Card. The Payments Portal prompts "Are you sure you want to delete the card?"
  5. Click Delete Card.

Adding another payment card to a customer's profile

To add another payment card to a customer's profile:

  1. On the toolbar, click Recurring Billing.
  2. Click the customer's record to open the detailed view.
  3. On the card record, click Add New Card.
  4. Enter the Card Information:
    1. Type the Card Number.
    2. Using the month and year drop-down menus, select the Expiration Date.
    3. Type the Name on Card.
    4. Type the Street Address.
    5. Type the Postal Code.
  5. Click Save Card.

Modified on: Mon, 16 Apr, 2018 at 11:30 AM