I appreciate you following the steps provided by my colleague, miradorit. I have another way to remove your customer's credit card information to avoid charging them. Let me share the detailed steps below.
Since replacing with a non-transacting card doesn't work, you can use the second option, which is to merge with a customer account without credit card info. First, you'll need to create a new customer account.
Here's how:
- Go to the Customers & leads menu, then select Customers.
- Select New customer.
- Enter the same information as the original customer account, except for the payment and billing info.
- Add 1 to the name in the Display name as field.
- Original customer account - John Doe
- New customer account - John Doe1
- Click Save.
After that, rename and merge the original customer account with the new one.
- From the Customers page, select the original customer account, then Edit.
- Add 1 to the name in the Display name as field.
- Click Save.
- On the Please Confirm window, select Yes to merge the accounts. This deletes the original customer account with the credit card info which appears in the list of deleted customers.
Finally, you can rename the merged account to the original name. See this article for further guidance: Delete your customer’s credit card number.
Moreover, you can visit this article about merging customers, vendors and accounts in QuickBooks: Merge duplicate accounts, customers, and vendors in QuickBooks Online.
Furthermore, I've attached these materials for future reference about handling invoice payments and customizing sales transactions in QuickBooks:
Feel free to respond if you have clarification about managing customer's credit card information or other QuickBooks-queries. I'm always happy to help.
