2026 How to delete a payment profile

Modified on Mon, Jun 29 at 3:06 PM

Remove a payment profile from a client account when it is no longer valid or being used to collect payments.

Important — action required after deleting

If a deleted profile was associated with one or more plans,another payment profile must be assigned to each affected planbefore automatic payment processing can continue.

AdministratorAny time a payment profile is no longer valid

Things to know before you begin

Reassign affected plans

For each plan that had been assigned the deleted payment profile, choose a different payment profile to charge before the next payment is due.

Potential Payment Issues report

The Potential Payment Issues report is an easy way to view and address future payments that will not process due to an issue with a payment profile.

Authorize.Net Account Updater

If the Authorize.Net Account Updater is activated, any account that is closed or needing attention will be identified automatically within the application — in the Manage Payment Profiles page and the Payment Profile tab of the Client Summary page.

Reasons to delete a profile

Difficulty collecting money owed using the selected payment profile.
An account is closed or there is a need to contact the cardholder.
A client requests a different payment method.
The client is no longer participating in the wellness program.

Steps to delete a payment profile

Remove a payment profile from Petly Plans and Authorize.Net

This action permanently removes the profile and cannot be undone

Find the client and profile

Find the client

Search for and select the client whose payment profile you need to remove.

Open Manage Payment Profiles

Within the Client Summary page, go to Client Administration then click Manage Payment Profiles.

Locate the payment profile

Find the payment profile you want to remove from the list.

Delete the profile

Click Delete

Click Delete next to the payment profile.

Confirm deletion

Click Delete Payment Profile to permanently remove the selected profile from both Petly Plans and Authorize.Net.

This cannot be undone.Once deleted, the profile is removed from Petly Plans and Authorize.Net. Any plans previously using this profile must be reassigned to a new payment method.

Return to client page

Click Return to client page when finished managing payment profiles.

Reminder: After deleting, check each plan previously associated with this profile and assign a new payment method to ensure automatic payments continue without interruption.

Other helpful resources

Add a payment profile Choose a payment profile for plan payments Update a payment profile