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Adding, Editing and Deleting Customer Credit Cards

Keeping customer credit cards updated helps avoid declined transactions and keeps transactions moving smoothly.

To update a customer’s credit card, click on their customer profile from inside the Customer List under Customers. The option to view Credit Cards will be listed in the menu on the right-hand side of the screen.

Adding a Credit Card

To add a new credit card, click on the box with a + symbol in it to enter the new details. Enter the credit card information:

  • Card Number
  • Card Expiry Month
  • Card Expiry Year
  • CVV Security Code – this is a required field
  • Select Terminal

Scroll down to review the Address Verification Service Information. This information will populate based on the customer information that is entered in their profile.

  • Cardholder Name
  • Street Address
  • Zip/Postal Code Click Save to apply the changes.

Editing a Credit Card

You can update a customer’s credit card by navigating to the Credit Cards section of the customer information and clicking on an existing card.
You can now edit the credit card information.

Use the text boxes to update:

  • The Card Number
  • Card Expiry Month
  • Card Expiry Year
  • CVV Security Code
  • Select Terminal
  • Cardholder Name
  • Street Address
  • Zip/Postal Code

Once you are done editing the information, click on Save to apply the changes.

Deleting a Credit Card

To remove a credit card from a customer’s profile, go to the Credit Cards section of the customer information and click on an existing card.

This will open the card information, click on Delete in the top right-hand corner to remove the card from the customer profile. Click on Yes to confirm you want to delete the credit card.

Related Articles

An Overview of Helcim Customer Management
What is Customer Management?
Adding, Removing and Merging Customers
Managing Customer Information for Existing Customers
Adding and Deleting Notes
Processing a Payment for an Existing Customer
Viewing Customer History
Managing Customer Accounts
What is a Card Vault?
What is a Customer Portal?
Setting Up Your Customer Portal
Adding Page Content and Headers & Footers
Access Logs
Customer Portal Theme Designer
How to Import and Export Customer Data
How to Import Customer Credit Cards
Adding, Editing, and Deleting Customer Bank Accounts
Searching for Customers

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