After you have added a customer credit card and received the PCI-compliant alias from your credit card processor, you might need to make changes to the credit card in aACE.

Deleting, Editing, or Moving a Credit Card

You can delete, edit, or move a credit card to a different company record:

1. From the Main Menu, go to CRM & Sales > Companies.
2. Use the Quick Search bar to locate the desired company record, then select the Go-To icon ().
3. At the detail view, select Finance & Accounting > Edit.
4. In the Payment Accounts section, select the item-level Actions icon () for the credit card, then select the appropriate option:
   
   • Delete — Removes all credit card information from the credit card processor servers. If the credit card has not been used in aACE, the credit card alias and credit card entry in this list are also removed from aACE. If the credit card has been used in aACE, it cannot be fully deleted because there are other records linked to it (e.g. orders, receipts, etc). Instead, the credit card record is voided and cannot be used again.
   • Edit — The credit card information securely stored on your credit card processor cannot be modified. You must delete the credit card and add it again to change the information (e.g. billing address, expiration date, CVV code).
   • Move to Another Company — Transfers the credit card from the current Company record in aACE to a different company. At the Companies Selector dialog, locate and select the new company.
5. Select Save.

Updating the Billing Address

To update the billing address for credit cards, you can update the billing address for the company record:

1. From the Main Menu, go to CRM & Sales > Companies.
2. Use the Quick Search bar to locate the desired company record, then select the Go-To icon ().
3. Select Customer Details, then select Edit.
4. If the Sync with Office preference is enabled, disable it.
   This allows you to enter separate office and billing addresses.
   
5. In the Address field, enter the new billing street address. Then, edit the remaining billing address fields (i.e. City, State / Prov, Postal Code, Country, Postal Format, Currency) if applicable.
6. Select Save.
7. Select Yes.
   Selecting Yes will update the address for the credit card and other Open or Pending records.
   
8. Select OK.
   aACE displays a list of updated records, including the credit card.
   

In the company record Finance & Accounting tab, you can confirm the billing address was updated by selecting the Address icon ().