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How to edit a credit card
Updated over 9 months ago

Goal:

  • Edit information on an existing credit card

  • Update Credit card information

  • Edit a Credit Card Number

  • Edit Users assigned to a credit card

  • add/remove users from a credit card

Steps:

  1. Navigate to Settings β†’ Manage Bank and Credit Card Accounts.

  2. Select the credit card accounts tab

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  3. Click the 3-dot options button

    options.png

    to the right of the applicable credit card.

  4. Click Edit Credit Card Information.

  5. Edit the Credit Card and click Save.

Additional Information:

  • If you receive an error message stating that you can not update the credit card due to pending orders, some orders are linked to the credit card and must be fully processed before the credit card can be removed or edited.

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