Hi there, StanPik.
I understand why you're upset about adding payment information to the Customer's profile, and how important it is to turn off credit card saving on that page. I'll ensure you can send feedback so your suggestion is forwarded to the Product Development Team.
Beforehand, please note that after you've saved a customer's credit card information, you have to update it each time they receive a new one. This way, you can keep their payment information up to date.
Then, I recommend submitting feedback about having the ability to delete credit card info or turn off client payment details. This suggestion has been sent to our engineer for consideration in future updates.
Here's how:
- Click the Gear icon at the top.
- Choose Feedback.
- Enter your comments or product suggestions. Then, select Next to submit feedback.
In case you need steps on how to organize your customers in QuickBooks to track their future transactions smoothly, you can read this article: Add and manage customers in QuickBooks Online.
Feel free to reply to the thread if you have further concerns about managing the customer's payment method or any related details. I'm always here to assist you further, StanPik. Take care!
