📚 How To: Remove Payment Information

Need to remove a credit card from your FreshBooks account? No problem—just follow the steps below.

Steps to Remove Your Payment Information

Follow the steps below to remove your payment information.

Step 1: Open any past invoice from your email or log into your FreshBooks client account if you've saved your invoices there.

Step 2: On the invoice with automatic billing, saved payment methods will be displayed next to the invoice.

Step 3: Hover over the credit card, bank account, or PayPal account until a trash can icon appears next to it.

If the trash can icon doesn’t appear when hovering over your saved payment method, it means the business entered the credit card details on your behalf, or automatic payments are required for these invoices. Contact our Accounting Team directly at digitalbilling@andmore.com if you are unable to remove your credit card.

Step 4: Click the trash can icon to remove the saved payment method.

Step 5: Click Remove Credit Card, Remove Bank Account, or Remove PayPal Account to confirm your action.

Step 6: After removal, the recurring invoice will no longer bill automatically and will need to be paid manually. However, if you’ve saved the card or bank account, you can still use it for future payments.

Need Help?

• Learn more about Removing Payment Information via the FreshBooks Support / Resource Center.
• Visit the FreshBooks General Support / Resource Center for additional platform support.

📌 Invoice Questions? Email our Accounting Team directly at digitalbilling@andmore.com.
📌 FreshBooks Support: For questions about using FreshBooks, visit their Support/Resource Center or check out their Getting Started Guide.

🔹 Note: FreshBooks is a third-party SaaS provider. For issues specific to their system, please contact FreshBooks support directly.