Delete a Saved Credit/Debit Card

Path: Main Menu > Admissions Menu > Payment Center

About

If you saved a card on file while processing a client payment or creating a payment plan, it can be easily removed from the Payment Center.

Delete a Credit/Debit Card

  1. Navigate to the Payment Center by following the path above.
  2. Search for and select the client.
  3. In the Payment Method drop-down, select the saved card.
  4. Click the Delete Card button.

Notes

  • If you delete a card that is also attached to an active payment plan, the card will stay attached to the payment plan until the plan expires either by manually stopping the plan or when all payments have been made by that card.
  • If you notice the card is still showing as a Payment Method, click the Refresh button.