This article will show you how you can remove a client's card information that you have stored using PhorestPay.
New Clients Screen
We are currently in the process of updating the Clients screen in Phorest. If you have been updated to the newer Clients screen, click here to jump to an updated guide.
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.