invoices

I have associated a customer’s card to a recurring invoice. How do I update it with a new card or delete it?

To update the card details in a recurring invoice:

  • Go to the Recurring Invoices module under Sales in the left sidebar.
  • Select the recurring invoice in which you want to update the card details.
  • Click the Update Card button.
Update card details.
  • In the pop-up that appears, enter the new details.
  • Click Save Card.
recurring card update page.

To delete a card associated with a recurring invoice:

  • Go to the Recurring Invoices module under Sales in the left sidebar.
  • Select the recurring invoice from which you want to delete the card.
  • Click the More dropdown and select Delete Card.
Delete customers card
  • Click Delete Card again to delete it permanently.
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