- Click on the Customers button on the left side of the page.
- Click the customer's name you'd like to view OR start typing a customer's name on the Search bar.
- Click on the Add Card/ACH above the card icon.
- Fill out the new card information and click on the blue Submit button.
- If you want to Delete or Edit Card Info please click under the card icon and select Delete or Edit.
- If you choose Edit you can update the Expiration Date and the Billing Address. Click the blue Submit button to save your changes.