Legacy platform

Deleting a customer payment method

You can delete a payment method that is already associated with the customer, if the customer does not want to use it to make payments for future orders.

Procedure

  1. Log on to Sterling™ Call Center. The Home page opens.
  2. Search for a customer. The Customer Details screen opens.
  3. In the Related Tasks panel, click Manage Business or Manage Consumer as applicable. The Manage Business or Manage Consumer screen opens accordingly.
  4. Click the Payment Methods tab.
    The existing payment methods, if any are shown.
  5. Click Delete corresponding to the payment method that you want to delete and confirm the deletion.
    The payment method is deleted for the customer.
  6. Click Confirm. The Customer Details screen opens.