Managing stored payment information is an important part of keeping customer transactions running smoothly. The "View and Delete Cards on File" feature lets you access and control stored payment cards with ease. Whether you need to review a customer's saved cards or remove outdated payment methods, this feature keeps payment details up to date.
To access and manage stored cards, go to the "Contacts" tab and locate the specific contact whose card information you want to view. Within the contact's details, click on the "$" icon.
Open the Actions menu and choose "Manage Cards."
The "Manage Cards" section displays all stored cards associated with the customer. These include cards saved through the "card on file" feature or previously used for transactions.
Deleting Cards
Click the "trash" icon to delete any existing card.
For cards not associated with an active subscription, deleting the card will trigger a simple confirmation pop-up for verification.
Deletion is also allowed for cards linked to an active subscription, but an additional warning will appear, alerting you about the active subscription before you confirm.
The "View and Delete Cards on File" feature gives you a straightforward way to manage customer payment methods. By providing easy access to stored cards and control over deletions, you can keep payment records accurate and provide better customer service.