Contact Record - Financial

How to delete a payment method from a Contact record

Remove credit card or payment information from a Contact record.

A client may have brought to your attention that their credit card number has changed or is no longer in use. To delete a card, navigate to the Contacts panel in the ArtCloud Manager side of ArtCloud.

img1-Oct-28-2020-02-18-39-34-PM

Next, click on the Contact Record that you would like to modify, opening the Contact’s Detail page. Notice the Financial tab. Click this tab.

img2-Oct-28-2020-02-18-55-29-PM

img3-Oct-28-2020-02-43-48-29-PM

Once inside the Financial tab, hover over the credit card record that you would like to delete, and, with your mouse still hovered over the credit card record, you’ll notice a red trashcan icon has appeared. Click the icon to delete the credit card record.

img4-Oct-28-2020-02-43-48-03-PM