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How do I remove a credit card from a client’s account?

How do I remove a credit card from a client’s account?

Posted by Support Team on February 6, 2022 — Updated on May 11, 2025

This guide will walk you through the process of removing credit card from a client’s account.

1. Click “Clients”.

Begin by accessing the “Clients” section to locate the account you wish to manage.

Click 'Clients'.

2. Search or select a client.

On the clients page, search for or select the client from whom you want to remove the credit card.

Search or select a client.

3. Click “Payment Details”.

Navigate to “Payment Details” to review and manage payment methods.

Click 'Payment Details'.

4. Click “Payment Methods”.

Click on “Payment Methods” to view all saved payment options under the client’s account.

Click 'Payment Methods'.

5. Click the triple vertical dots.

Click the vertical dots to view the ‘Remove’ option.

Click the triple vertical dots.

6. Click “Remove”.

Click the ‘Remove’ button to delete the specific credit card.

Click 'Remove'.

7. Check the successful removal message.

Once the credit card removal is successfully processed, the removed card will no longer appear on the payment methods page.

Check the successful removal message.

By following this guide, you will now be able to remove credit card from a client’s account.

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