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Managing Credit Cards

Add a Credit Card

  1. Go to Users -> Customers
  2. Click the Name of the Customer you want to edit
  3. Click Payment Setup
  4. Scroll down to the Add Card section
  5. Enter your credit card info
  6. Click Add Card

Remove a Credit Card

  1. Go to Users -> Customers
  2. Click the Name of the Customer you want to edit
  3. Click Payment Setup
  4. Find the credit card you want to remove
  5. Click the Delete icon
  6. When asked "Are you sure?", click Ok

 

Set a Default Credit Card

  1. Go to Users -> Customers
  2. Click the Name of the Customer you want to edit
  3. Click Payment Setup
  4. Find the credit card you want to set as default
  5. Click the check icon
  6. When asked "Are you sure you want to make this your default credit card?", click Ok

 

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