How do I remove a client's stored card payment details?

This article will show you how you can remove a client's card information that you have stored using PhorestPay.

Go to Clients > Search for the client, then double-click on their name to open their Client Card.

Once in the Client Card, click Credit Terms.

Single-click the card you wish to remove, then click Delete Card to remove it.


On the New Clients Screen

Go to Clients > Search for and click on a client to open their profile > Wallet.

If the client has a stored card, it will be displayed under Credit Cards. Click Delete to remove it.

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