Add, Edit, or Delete a Customer's Card on File in Point of Sale

You can easily add and manage the payment methods on file for your customers through the Payments app. You can add a new payment method, remove an old credit card, or update the expiration date for an existing credit card on file.

To get started, navigate to the Customers dashboard within the Payments app.

The Customers dashboard will list all of your customers. You can utilize the search function on the top right corner of the page to quickly find the customer that you need to update.

When you find the desired customer in the list, click on their name to navigate to their Customer Details page.

On the Customer Details page, look for the Cards block on the right-hand column. This section lists all of the credit cards on file for that customer. Click the + Add Card button to add a new payment method.

To edit an existing payment method - such as updating a card's expiration date - click on the vertical ellipses symbol to the right of the card details, then select Edit Card.

When you select Edit Card, you have the option to update the Expiry Month, Expiry Year, and the Billing ZIP/Postal Code for the card on file. Select Update to confirm the new details.

To delete an existing payment method, click on the vertical ellipses to the right of the card details, then select Delete Card from the drop-down menu.