Manage Cards and Bank Accounts

Manage your existing cards and bank accounts.

  1. From the sidebar menu, select Accounting. On the accounting page, select Credit and Bank Accounts.
  2. To edit a card or bank account:
    1. Locate the payment method to edit.
    2. Select the More menu for that customer and Edit Card.
    3. Make your changes and select Save Account.
      Only Account Nickname can be edited.
      The payment method is updated.