Manage Cards and Bank Accounts

Manage your existing cards and bank accounts.

  1. From the sidebar menu, go to Accounting. On the accounting page, select Credit and Bank Accounts.
  2. To delete a card or bank account:
    1. Locate the payment method to delete.
    2. Select the More menu for that customer and Delete Card.
      The payment method is deleted.
  3. 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.
      The payment method is updated.