Contacts

Gen 3

Contacts

Remove a payment method from a contact

You can remove a payment method in the Payments tab of a contact.

To remove a payment method from a contact, open the Payments tab of the desired contact and:

  1. Beneath Financial Accounts, select the red X next to the payment method you want to remove. A Confirm pop-up window will open asking if you are certain you want to remove the payment method.
  2. Select OK to remove the payment method. BriteCore will remove the payment method, and you will return to the Payments tab of the contact. If you don’t want to remove the payment method, select Cancel or X in the top-right corner of the pop-up window.