
Edit a customer's credit card info
by Intuit•55• Updated 2 weeks ago
When you accept credit card payments from your customers, there are times when you need to update their billing info. Learn how to change a customer's credit card details.
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Update a customer's credit card info through the customer edit screen
- Go to Sales, then select Customers (Take me there).
- Find your customer, select their name, then Edit.
- Find the Payments section, then select the current card number below Primary payment method.
- Select + Add.
- Enter the new card information, then select Save. You'll only see the last 4 digits of the card number.
Intuit performs a quick validation on the card, which may result in the cardholder seeing a $0.00 authorization on their account. If the validation fails, the card won’t be saved.
Change a customer's credit card info in the sales receipt or receive payment window
- Select + New.
- Select Sales Receipt or Receive Payment.
- Choose the customer, then select the card number below payment method.
- Select + Add, enter the new card info, then Save.
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