Skip to main content

Deleting a credit card




  • Gillian

    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!

    Comment actions Permalink
  • Yoanna Grand

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

    Comment actions Permalink
  • Gillian Nathan

    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. 

    Comment actions Permalink

Please sign in to leave a comment.