Remove Client's Stored Credit Card

Available on WebABA Group only. Learn more about WebABA Group.

 Permissions: You must have Billing Permissions.

You can remove a Client's stored Credit Card from their Bill To & Insurance Info tab.

1. Locate Client and open Client Profile.
2. Click Bill To & Insurance Info in side menu. 
3. Click X to remove appropriate cards.
4. Confirm deletion.
5. Click Save Billing Info.