How to Edit a Tokenized Credit Card

How to Edit a Tokenized Credit Card

When you need to make changes to a credit card that's already on file, especially one that's tokenized, the process is a bit different to ensure your security. Here's a step-by-step guide:

  1. Click the pencil icon next to the credit card number you wish to edit.

    You will then be prompted with a confirmation window giving you three choices about how to proceed:

  2. Understand Your Choices:

    • Remove: Choosing "Remove" will completely delete this credit card from the system. Important: If you select this option, ALL recurring charges that were using this card will automatically be switched to the "Printer" (mailed invoice) payment method.

    • Set to Printer: This option specifically changes ONLY the recurring charge you are currently editing to the "Printer" (mailed invoice) method. The credit card itself will remain on file and continue to be used for any other recurring charges associated with it.

    • Cancel: Selecting "Cancel" will close the window, and no changes will be made to the credit card or any associated charges. Everything will remain as it was.

  3. Proceed with Your Choice:

    Once you click either "Remove" or "Set to Printer," you will then be able to edit the billing method on the specific charge. This allows you to add a different card, change the billing to be emailed, or select another available payment method.

Please keep in mind: If you choose to fully "Remove" the card, you will be unable to retrieve this card information from the system. To use this card again in the future, you would need to reach out to your customer directly to obtain their card details.

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