Delete or Archive Payment Methods
planned
A
Andrea Smith
Only clients are able to delete payment methods in the client portal themselves. However, it would be nice to have the ability to do so ourselves, especially when cards expire, close, etc.
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Amanda Aparicio
As a note to folks! I added "or Archive" to the title as we might not be able to delete payment methods if they've been used previously to pay an invoice; however, we can definitely archive them! Stay tuned!
Amanda Aparicio
marked this post as
planned
G
Giovanna Romaguera
I agree with this! I am chatting with support now about removing an incorrect bank account for which I was charged a $15 fee, and there is no way I am able to delete this. This feels like necessary functionality for us to edit, not just relying on clients, especially if we will be charged if the account is used again.
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Andrea Smith
Are there any plans on implementing this feature?