Occasionally your client may need to add, edit, or change the payment method they have on file. You can add a new payment method and edit an existing payment method under the client profile. The client can also do this on your website via their wallet on their profile or via the Walla App. This article covers how to update and add stored credit cards in general. If you want to learn about how cards are updated for recurring plans you can learn about how clients update their own credit card for a recurring plan in the article How to Update a Credit Card Attached to a Recurring Plan via the Widget and how you can update a card for a recurring plan for a client in the article Update a Credit Card for a Recurring Plan.
Edit an Existing Credit Card
To edit a client's payment information, please follow these steps:
In the main Overview tab of the Client Profile, scroll down to Payment Methods
Click on the three dots next to the credit card you want to edit
Here you can edit the name on the card, the expiration month, and the expiration year
Once the updates are made, select Save
If your client only has one card on file you will need to add a new card before you can delete the old card. If your client is doing this on their client profile through your website, they will follow the same steps by going to their wallet.
Add a New Card to a Client Profile
In the main Overview tab of the Client Profile, scroll down to Payment Methods
Click the + Add button
Enter the card information and check if this should be the default card for payments
Save
