Removing a Credit Card on File

Anyone on your team who has access the customer may remove a credit card on file for the customer.

Note that customers can see which credit card(s) you have added in the Wholesail Customer Portal.

Steps

1. Navigate to a customer’s detail screen in Wholesail
2. Click on Customer Settings
3. Click on vendor-added credit cards
4. Click the “remove” button next to the Credit Card you want to remove

Navigate to a customer’s detail screen in Wholesail

Click on vendor-added credit cards

Click the “remove” button next to the Credit Card you want to remove

Note: Customers can see which credit cards their vendors have added in the Wholesail Customer Portal

A customer should contact their vendor if they wish to remove a card on file.