I have associated a customer’s card to a recurring invoice. How do I update it with a new card or delete it?
To update the card details in a recurring invoice:
- Go to the Recurring Invoices module under Sales in the left sidebar.
- Select the recurring invoice in which you want to update the card details.
- Click the Update Card button.
- In the pop-up that appears, enter the new details.
- Click Save Card.
To delete a card associated with a recurring invoice:
- Go to the Recurring Invoices module under Sales in the left sidebar.
- Select the recurring invoice from which you want to delete the card.
- Click the More dropdown and select Delete Card.
- Click Delete Card again to delete it permanently.