You must first connect a merchant account to add, update, or delete a credit card stored on a client's file. Then, follow these steps:
- Go to the Clients page
- Find the client file
- Click the More Options button towards the top right corner
- Select Manage credit cards
- You will then see a screen that will allow you to do the following:
- Add a new card
- View cards currently on file
- Remove a card by clicking on the trash bin icon at the top right of an existing card