How To Remove A Client Payment Method

In TiQ, clients have the ability to add a payment method on their portal. However, the updating or removal of a payment method can only be performed by a user within the client profile. To remove a payment method for a client, follow these steps:

From the Client Profile, navigate to Billing Overview and select Client's Payment Methods from the drop down

From the Payment Cards overview select the 3 dot icon

Select Delete

Confirm if you'd like to delete the payment method

The payment method has now been deleted.

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