Managing stored payment information is a critical aspect of maintaining smooth business operations and secure customer transactions. The “View and Delete Cards on File” feature allows businesses to access and control stored payment cards with ease. Whether you need to review a customer’s saved cards or remove outdated payment methods, this feature provides a seamless way to keep payment details up to date.
To access and manage stored cards, go to the Contacts tab and locate the specific contact whose card information you wish to view. Within the contact’s details, click on the “$” icon.
Open the Actions menu and choose Manage Cards.
The “Manage Cards” section will display all stored cards associated with the customer. These cards include those saved through the “card on file” feature or previously used for transactions.
Deleting Cards #
Click the “trash” icon to delete any existing card.
For cards not associated with an active subscription, deleting the card will trigger a simple confirmation pop-up for verification.
Deletion is also allowed for cards linked to an active subscription, but an additional warning will appear, alerting you about the active subscription before confirmation is given.
The “View and Delete Cards on File” feature provides businesses with a simple yet powerful way to manage customer payment methods. Businesses can maintain accurate payment records and enhance customer service by enabling easy access to stored cards and offering control over deletions.
Frequently Asked Questions #
How do I view the cards stored on file for a contact? #
Go to the Contacts tab, open the contact, click the “$” icon, then open the Actions menu and choose Manage Cards to see all stored cards.
Which cards appear in the Manage Cards section? #
It displays all cards saved through the “card on file” feature as well as cards previously used for transactions with that customer.
How do I delete a card on file? #
In the Manage Cards section, click the “trash” icon next to the card you want to remove and confirm the deletion.
Can I delete a card that is linked to an active subscription? #
Yes. Deletion is allowed, but an additional warning will appear to alert you about the active subscription before you confirm.
What happens when I delete a card not tied to a subscription? #
A simple confirmation pop-up appears for verification, and once confirmed the card is removed.
Why is managing cards on file important? #
It helps you keep payment records accurate and up to date, remove outdated payment methods, and enhance customer service through secure transactions.
