Skip to main content

How Do I Add or Delete Credit Card Info

A few easy steps to keep a customer's credit card info up to date.

Updated over 6 months ago


1. Navigate to a customer's profile.

This can be done either from their order, or by going to the customer section and searching for the customer by name, email address or phone number.

2. Click on ADD CARD in the payment methods box

The payment methods box is located in the customer profile, in the bottom right corner.

From here, you'll be able to add a new card, request a card from the customer, edit or delete an existing card.

3. Enter the card details.

This includes the card number, expiration Month and Year, customer first and last name, cvv code and zip code.

4. Click on SAVE to save the new payment method to the customer profile.

This enables the card to be used to pay for current or future service requests.

Click on SAVE

You can delete an existing card by clicking on the trash can icon next to it.

You can edit an existing card by clicking on the pencil icon next to it.


Did this answer your question?