At times, customers may reach out to request that their billing information be removed. This will usually occur when a customer has canceled or they want to switch from using Paypal to a credit card. This guide highlights how to remove payment tokens from a customer account.
Before you start
- Removing billing information is irreversible. If done in error, you will need to reach out to the customer or have the customer fill out their credit card information again.
- Removing the payment token will allow a Paypal customer to re-enter their credit card information. However, removing the payment info will not enable someone who previously used a credit card to enter Paypal credentials. If a customer would like to switch to Paypal, they will need to process an order through the checkout. For more information, visit Update billing information for an existing customer.
- Removing the payment token will not remove the billing info from your payment processor account. You will need to login to your payment processor account and delete the customer's billing information there as well.
Remove payment token
- In the ReCharge Dashboard, click the Customers tab.
- Search and select the desired customer.
- Click on Billing information.
- Within the Card on file section, click Remove.
Delete a customer
If a customer requests, you can also delete their entire ReCharge customer account.
- This will not delete the customer account in Shopify or the customer profile in your payment processor account.
- The customer and customer information, including previous subscription orders and upcoming and prepaid orders, will be removed from ReCharge.
Warning: This action is irreversible. Use caution when deleting a customer account.
- In the ReCharge Dashboard, click the Customers tab.
- Search for the customer you wish to remove.
- Click on the trash can icon next to the customer's name. You will be prompted to confirm the action.
- Click Delete to remove the customer account.