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How do I edit a customer’s saved payment methods? How do I delete the credit card’s information?
How do I edit a customer’s saved payment methods? How do I delete the credit card’s information?

Follow the below steps in order to save or delete a customer's payment method

Updated over 4 months ago

When processing a card through Renterra, the payment information will automatically be saved under the Customer's page

Add Customer's Payment Method

  1. Go into the Customer's page

  2. Click the three dots in the top right hand corner.

  3. Click Settings.

  4. Click the plus icon for the Billing Section of this page.

  5. Choose "Add New Credit Card" or "Add New Bank Account."

  6. Type in the Payment information and Click "Save."

Delete Customer's Payment Method

  1. Follow Steps 1-3 of the previous section.

  2. Under the "Saved Payment Method" Section, press the trashcan next to the method you'd like to delete.

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