#### Before you start

You must have **Admin** permission to delete a payment method.

You must complete any open contract or settle any unsettled balance before you can delete a credit card in the following cases:

- A payment method is linked to an open contract that is configured to charge for contract-related expenses.
- A payment method is assigned to a contract that has been started less than 30 days ago. On the 31st day, the card should be deletable.
- A finished contract with an unsettled balance.

#### Steps to add/delete payment method

- Click the **Customers** tab in the left navigation bar.
- Locate a customer by entering the customer’s name in the search bar in the **Customers** pane. You can also click either the left navigation arrow or the right navigation arrow on the bottom right to locate a customer.
- Click the **Overview** tab in the **Customer Details** pane.
- Locate the **Payment Information** tile and click **Add Payment** in the upper-right corner.
- This action will open a fly-in on the right side of the screen in which to add/delete a payment method.
- Input credit card details to add a new payment method and click **Save**.
- Navigate to the **Card(s) on File** section and click **Delete Card** to delete a payment method.
- Select the **Allow Debit** checkbox to accept a debit card as a method of payment.