Here’s how to remove a credit card from a client’s account, starting from the “Clients” tab of your Dashboard. Step-by-step instructions are below:
Step 1: Hover over the gear icon next to the client you would like to edit.
Step 2: Select “Payment Details” from the drop-down menu.
Step 3: On the “Overview” tab click on the “Manage Credit Cards” button.
Step 4: Click on the delete icon next to the credit card.
Step 5: Confirm the deletion.
You will receive a notification that the credit card has been deleted.
Now you can remove a credit card from a client’s account!