Edit card plans

To edit a card plan or plans for a merchant:

1. From the Merchant Product Setup page, click any of the Card Plan Details buttons.

   -or-

   Search for the merchant to display its details on the Merchant Summary page, and then:

   1. In the Merchant Quick Links panel, click Merchant Card Plans.

      

      -or-

      From the Merchant menu, click Card Plans.

      

   The Merchant Card Plans page opens.

   

2. If the merchant is already boarded, click Edit.
3. If necessary, click Expand to display the Add/Copy Card Plans panel.

   

4. Edit any of the card plans in the list as required; see Configure card plans for information on the row fields.

   

   -or-

   If you want to copy the details of one of the card plans and apply them to all the other card plans for the merchant:

   1. In the Mass Update section of the Add/Copy Card Plans panel, from the Copy Card Plan field, select the card plan whose details you want to copy.
   2. From the To scrolling list, select the card plan or plans to which you want to copy the details.

      Tip: Use Shift+click to select adjacent card plans, or use Ctrl+click to select non-adjacent card plans in the list.

      

   3. Click Mass Update.
5. Click Save, and then Validate or Board as required.