Add or remove saved payment methods

How dealers can add, edit, or remove saved payment methods in Carpay, including managing Autopay settings for customer accounts.

April 30, 2026

Table of contents

• Adding a new saved payment method
• Removing a saved payment method
• Additional options
• Best practices

This article explains how dealers can add, edit, or remove saved payment methods on a customer’s account in Carpay.

Saved payment methods allow you to quickly process payments and manage Autopay without re-entering card details each time.

Adding a new saved payment method

Step 1: Open the customer’s profile

1. Log in to Carpay.
2. Go to the Customers tab.
3. Search for and select the customer’s account.
4. In the left-hand menu, click Saved Payment Methods.

Step 2: Enter payment details

In the Add Payment Method section on the right side of the screen, enter the following:

• Name on card
• Credit card number
• Card expiration date
• CVV2 code
• 5-digit ZIP code
• Card name in system (optional internal label/nickname for the card, such as “BofA Debit” or “Business Card”)

Step 3: Save the payment method

Click Save Payment Method. Once saved, the card will appear in the list of saved payment methods for that customer.

Removing a saved payment method

Step 1: Locate the payment method

At the top of the Saved Payment Methods page, you’ll see all payment methods currently linked to the customer’s account.

Step 2: Delete the payment method

Click the red Delete button next to the payment method you want to remove.

The payment method will be removed immediately from the customer’s account.

Additional options

Dealers can also manage saved payment methods using these tools:

Edit card name

• Click Edit Card Name next to a saved card
• Update how the card is labeled internally for easier identification

Manage Autopay (DMS Specific- Wayne Reaves, AutoManager and DMO Only)

• Use the toggle in the Autopay column to enable or disable recurring payments for a specific card
• Only one payment method should be active for Autopay at a time (per dealership best practice)

Best practices

• Always confirm card details with the customer before saving
• Use clear internal card names to avoid confusion
• Remove outdated or expired cards promptly
• Review Autopay settings when updating payment methods

Did this answer your question?