Cards (customer account)

Open: Customers > Create & Amend Accounts > Amend Customer

If you're using Opayo, you can reuse the customer's card details. The actual card details are held by Opayo. The card description is shown here on the Cards tab so you can choose the card each time you enter a receipt.

You can only see this Cards tab if you have set up Opayo, you have stored a card for this customer, and you are amending the customer account (not creating a new account).

Change a customer card description

Open: Customers > Create & Amend Accounts > Amend Customer

1. Select the Cards tab.
2. Select the card Description.
3. Enter the revised description.

Note: The date is updated automatically when new receipts are recorded against the card.

Delete a customer card reference

Open: Customers > Create & Amend Accounts > Amend Customer

1. Select the Cards tab.
2. Select the card Description.
3. Select Delete and confirm that you want to delete the card reference.

Note: If you delete the last card reference, the Cards tab will no longer be displayed for this customer account.