How to Replace a Customer Card

Modified on Thu, 28 Mar 2024 at 01:12 PM

To replace a customer's card, you will need the customer's account and a new customer card. 


Edit the customer's account and open the New Card tab.


Example: the new card tab under edit customer



Fill the Replacement Card field by scanning the new customer card. 


Example: scan the new customer card


Click Save to make the new card active. The new card will now be associated with the account, and the old card will no longer be usable.



Example: replacing a customer card


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