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

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:

delete client credit card

Step-by-Step Guide:

Step 1: Hover over the gear icon next to the client you would like to edit.

edit client

Step 2: Select “Payment Details” from the drop-down menu.

menu

Step 3: On the “Overview” tab click on the “Manage Credit Cards” button.

overview

manage credit cards

Step 4: Click on the delete icon next to the credit card.

delete icon

Step 5: Confirm the deletion.

confirm deletion

You will receive a notification that the credit card has been deleted.

notification

Now you can remove a credit card from a client’s account!

Updated on February 7, 2022

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