- 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
- Procurify Web App
- If you receive an error message stating that you can not update the credit card due to pending orders, this means some orders are linked to the credit card and must be fully processed before it can be removed or edited.
Within the Settings tab, select Manage Bank and Credit Card Accounts within the Finance section.
Turn the toggle to credit card accounts, as shown in the picture below.
Select the button on the right-hand side of the Credit Card you wish to update.
Select Edit Credit Card Information. A new window will pop up with editing options.
Edit the Credit Card as needed, and select Save when done.