Learn how admins can view, add, remove and manage your organisation’s saved payment cards.
Interactive Guide #
Click ‘Get Started’ to see how:
Step by Step Guide #
1.Start by opening My Agency Edge. Click your initials and select ‘Profile’.
2.Choose Cards & Transactions in the sidebar.
3. This page gives you access to all your cards along with a history of your transactions and invoices. Your default card is shown in the main image.
4. Click here to manage and delete your current default card.
5. In the ‘Manage card’ screen you can click here to update the card number.
6. Or click ‘Remove card…’ to delete it from your account.
7. Select View all to see every card you’ve saved, you can also manage each one from here.
8. Here you can add a new card for future use.
