Instructions for Clients
1. Click on the circular profile icon (with your initials) in the top right corner of your screen to open the sidebar menu.
2. Select Billing from the list.
3. On the Billing page, select View Details located on the right-side panel.
4. Hover over the three dots (…) located on the far right side of the payment card to open the menu for further actions.
5. Select Delete Card from the dropdown menu.
Instructions for Agencies
1. Click on the circular profile icon (with your initials) in the top right corner of your screen to open the sidebar menu.
2. Select Billing from the list.
3. On the Billing page, select View Details located on the right-side panel.
4. Hover over the three dots (…) located on the far right side of the payment card to open the menu for further actions.
5. Select Delete Card from the dropdown menu.
Instructions for Accountants
1. If you’re on a page that’s not the Billing page, click on the circular profile icon (with your initials) in the top right corner of your screen to open the sidebar menu.
2. Select Billing from the list.
3. On the Billing page, select View Details located on the right-side panel.
4. Hover over the three dots (…) located on the far right side of the payment card to open the menu for further actions.
5. Select Delete Card from the dropdown menu.
