Did your customer change credit cards? Or request to have their card removed from the software? Thryv makes it easy to remove a client's card on file from their client card. This guide will show you how!
Delete From Client Card
First, navigate to the client card for the customer with the card you are removing.
Under Contact Information click on Saved Credit/Debit Cards
Click on the drop-down, and all of the client's saved cards will appear.
Next, click on the tri-dots next to the card you wish to delete. Then, click on Remove. A confirmation window will appear, as this action can not be undone. Click on OK to confirm and remove the card.
The card is now removed for the client. Don't forget to cancel any scheduled payments set up for this client, as they will not process without a card. Click Here for a full guide to scheduled payments!
Delete From Scheduled Payments
Note: When cancelling from this screen, there must be an alternative payment method to process the scheduled payment, otherwise ThryvPay will not allow the card to be deleted from this screen, you must do so from the client card.
You are also able to delete a card on file from the scheduled payment screen. To do so, first navigate to Sales>ThryvPay>Scheduled Payments, then find payment you wish to cancel the card on file for. Then click on View next to that payment.
In the pop-out window that appears, click on the tri-dots in the top right corner.
In the menu that appears, click on Edit Payment Method
The customer's available payment methods will appear. To delete a card on file, click on the icon next to it.
The card will be deleted and replaced with an alternative payment method available to complete the scheduled payment.
Need more information on saving a customer's card on file? Click Here for a full guide!