Agency users can now view a list of saved credit cards along with their expiration dates for a consumer within their person profile.
Note: Agency users with the User cannot make transactions or modify orders check box enabled can also view this list of saved credit cards.
To remove a saved credit card, agency users can:
- Go to People tab
- Click on a name
- Go to Saved credit cards section
Note: Agency users with the User cannot make transactions or modify orders check box enabled can also view this list of saved credit cards.
To remove a saved credit card, agency users can:
- Go to People tab
- Click on a name
- Go to Saved credit cards section
- Click Delete
- Click Yes
- Note: Card associated with payment plans can also be removed from the list, but won't affect the automatic installment payments.
