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Deleting a Stored Credit Card

Learn how to delete a saved credit card from a client’s profile in Shepherd.

Updated over 2 weeks ago

You can easily remove a saved credit card from a client’s profile.

To delete a stored credit card

  1. Navigate to the Client Profile.

  2. Go to the Financial tab.

  3. Select Payment Methods.

  4. Click the trash can icon next to the card you want to delete.

Once deleted, the card will no longer appear as a saved payment method for that client.

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