Use this when a tenant asks you to delete a saved card or bank account from their account, for example after a one-off payment they didn't want saved. You remove it from the tenant's Payments tab in Cubby.
đĄ This article is about your tenants' cards and bank accounts. To change the card your company uses to pay Cubby, see Manage your Cubby subscription billing.
In this article
Remove a saved card or bank account
What happens to AutoPay
Why cards get saved
Tenants removing their own cards
FAQ
Remove a saved card or bank account
Open the tenant and go to the Payments tab.
On the right, find the Payment methods card and click the pencil icon.
In Manage payment methods, click Remove next to the card or bank account.
Confirm with Remove in the Delete payment method dialog.
The card disappears from the tenant's account straight away. The removal is recorded in the tenant's Activity tab, with who removed it and when. Past payments made with the card stay in the payment history.
â ď¸ If you don't see the pencil icon, or you get a permission error, your user role can't edit customer details. Ask an admin on your team to remove the card or update your permissions.
What happens to AutoPay
You don't need to turn AutoPay off first. Removing a card also turns off AutoPay on every rental that was using it.
That means the tenant's next rent won't be charged automatically. If they want to stay on AutoPay, add their new card and set up AutoPay again. See Set up and Manage AutoPay.
Turning AutoPay off on its own works the other way round: the card stays saved on the tenant's account.
Why cards get saved
When you take a card payment in Cubby, the card is saved to the tenant's account, even if you don't turn on AutoPay. There's no option to skip saving it. Cards used at storefront checkout are saved the same way.
If a tenant doesn't want their card kept on file, take the payment as usual and then remove the card using the steps above.
Tenants removing their own cards
Tenants can also remove saved payment methods themselves in the tenant portal. The portal won't let them remove their only saved card or bank account. If they want that one gone too, remove it for them from the Payments tab. See Understanding the Tenant portal.
FAQ
Is this the same as Settings â Billing?
No. Settings â Billing is where your company manages the card it uses to pay Cubby. Tenants' cards are only on each tenant's Payments tab.
Can I stop a card from being saved when I take a payment?
No. Remove it after the payment instead.
Will removing a card cancel a payment that's already gone through?
No. Completed payments aren't affected. Only future AutoPay charges stop.
Can I remove a bank account the same way?
Yes. Bank accounts are listed and removed in the same Manage payment methods dialog.
Can I undo a removal?
No. Add the card again with Add a method in the same dialog.