Edit or delete ACH or credit card information for clients

Select Setup
then Clients
.

Go to the client and select Edit
.

On the Billing and A/R
tab, select Manage Client Accounts
.

To edit or delete a credit card for a client:

Select the Credit Cards
tab.

Select the card, then Edit Account
or Delete Account
.

To edit or delete a bank account for a client:

Select the Bank Accounts
tab.

Select the account, then Edit Account
or Delete Account
.

Sign out before closing the CS Payment window to exit securely.

This article applies to: