Deleting an Existing Credit Card
If the credit card is tied to an existing payment schedule,
the following message will display:
Sorry, this card cannot be
deleted from this screen because it is on a schedule with pending payments.
Select the ‘View Orders’ button for more information.
You must remove the credit card from the payment schedule to
remove it from the members CRM360® profile; alternatively, you can replace or
update an existing credit card if needed.
To delete an existing credit card:
1.
From the Financial Data task category in CRM360® click the Credit
Card Information screen task. The Saved Credit Cards screen will display.
2.
Click and highlight to select the appropriate credit card from the data
grid on the left. Use the Delete button to remove the record.
To remove a card tied to a payment
schedule, click the View Orders button and open the appropriate order, and
remove the credit card from the Payment Schedules screen. For more information,
see Managing Credit Card Payments on a Payment Schedule.
3.
Save your changes to the CRM360® record using the save 
icon in the
upper right-hand corner of the screen.