Update a Customer's Card (Admins)

If you would like to make changes to a customer's credit card on file, you can make the following changes:

  • Add a new card in the register
  • Add a new card at the member account
  • Remove a card at the member account

Your customers can do this while signed in to their Union accounts too! Feel free to offer this as a guide!

Update in the Register

In the payment section of the register, it will default to the customer's current card on file. You can click Reader or Manual Entry to update the card on file.

Update on the Member Account

Global search for your customer (gradient navigation bar) and click Payment Card.

From here, you can either Remove or Update Card (adding in the new card details).

If you choose to Remove the card on file, you will need to accept the warning.

If you are updating the card on file, please be sure to add the card details and click Update Card to save the new details.

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