This workflow article details the steps for moving a Stored Payment from one customer record to another.
Overview
Staff person must have the Permission: Transfer customer stored payment method to complete this action.
Transferring a stored payment method is recorded in the Audit log (View > Audit Log) with the action of Update Payment Method. the name change is shown in the expanded details view
Instructions
- Go to the customer’s Payment Methods tab
- Click the caret next to Edit
- Select Transfer to Customer and follow prompts to move