Deleting a credit card

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Jennifer Berghof

• December 07, 2019 01:28

Is there a way to delete a credit card from a client's account? 

A client just gave me a new cc and no longer wants old one charged. I'd like to delete it so I won't accidentally charge the wrong one. 

Is there a way to do this? Could not find it in previous posts. thanks. 

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  Gillian

  • December 09, 2019 17:25

  Hi Jennifer, I'd be happy to help. To delete a client's credit card from their account, visit their Overview page, then Edit Details > Billing and Insurance. Click the trash can icon next to the card that you'd like to delete. Let me know if you have any other questions!

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  Yoanna Grand

  • June 16, 2021 22:03

  hello which one is the overview page? settings? not sure  

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  Gillian Nathan

  • September 08, 2021 04:51

  I was confused as well, but I clicked around until I figured out to click on "edit client" then "billing and insurance" then you'll be able to see credit cards and delete one. From there I was able to delete the old card. To be sure it was the right one, I checked payment history under billing. 

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