Introduction

Why Remove a Card?

Occasionally, you may need to remove a customer’s payment card for account management purposes. This should only be done if a customer requests the card to be removed and provides a new card to replace the existing one. The new card should be used to set up Auto Pay on the account.

 

Step 1 – Accessing Customer Information

Select the customer’s and navigate to the “Customer” section on the left side of the dashboard.

Select the customer’s name.

 

Step 2 – Selecting Payment Profiles

Within the customer details, click on “Payment Profiles.”

 

Step 3 – Locating the Card

To the right of the card number, look for the three dots icon.

 

Step 4 – Setting as Inactive

Click on the three dots icon and select “Set as Inactive.”

This action disables the card for future transactions.

 

Step 5 – Setting as Invisible

Once the card is inactive, click again on the three dots and select “Set as Invisible.”

This step hides the card from the payment profiles list.

 

Step 6 – Confirmation

Informing the customer about the card removal for transparency.

Advise the customer to visit the online portal to confirm the card is no longer active or visible to the customer.

 

Step 7 – Add new Payment Profile

Ensure to add a new Payment Profile is added and set it for Auto Pay