To remove a card

If you haven't already read the Cards Overview, see Changing, removing or inactivating cards for more information.

Note: You can't remove a card with transactions assigned to it

 A card can be removed if no transactions are assigned to it. You can review transactions assigned to a card using the Card view of the Find Transactions window.

Also, a card which has been used on a quote, order or recurring template can't be removed.

The Cards List window should be displayed.

  1. Highlight the card you want to remove.

  2. Choose Delete Card from the Edit menu.

To remove a card