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Edit a customer's credit card info

by Intuit55 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

  1. Go to Sales, then select Customers (Take me there).
  2. Find your customer, select their name, then Edit.
  3. Find the Payments section, then select the current card number below Primary payment method.
  4. Select + Add.
  5. 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

  1. Select + New.
  2. Select Sales Receipt or Receive Payment.
  3. Choose the customer, then select the card number below payment method.
  4. Select + Add, enter the new card info, then Save.
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