How to Change the Credit Card on an Existing Order?

If you need to update the credit card for a confirmed order, follow these steps:

1. Open the Purchase Order Review Page

Find the order in your Workdesk and click on the PO# to open the Purchase Order Review page.

2. Click on Revise Order

In the PO review, select the Revise Order button.

3. Add a New Payment Method

Scroll down to the Payment Terms section of the order and click on +Add Payment Method.

         

4. Enter New Credit Card Details

A pop-up window will appear where you can input the new credit card information. Once entered, click Add Payment.

Note: When you add a new credit card to an order, the card details will be saved to the account and available for use on all future orders associated with the account.

5. Select the New Credit Card

Choose the newly added credit card by selecting the circle next to it. This will update the payment method for the order, allowing the vendor to charge the correct card.

For further assistance, feel free to reach out to us at [e-mail].