There are multiple ways to update a customer’s payment method. You can either email the customer to collect their payment details, or as a business, you can assist the customer by entering the information on their behalf.
Option 1: Email the Customer for Payment Details
Go to the customer’s profile. Click the pencil icon (highlighted in orange).
In the pop-up screen, under the Update Existing tab, select the option to email the customer directly.
Option 2: Add a New Payment Method on Behalf of the Customer
From the same pop-up screen, select the Add New tab. Enter the payment method details for the customer manually.
How to Update the Primary Payment Method
If the customer has multiple payment methods saved and wants to change their primary method:
Go to the customer’s profile and click the pencil icon (highlighted in orange). In the list of payment methods, use the radio button to select the preferred method. Click Set as Primary to confirm the change.
Important: Check Active Subscriptions
Changing the primary payment method does not always update the payment method on active subscriptions. As a best practice, always verify the subscription settings.
Example
The customer’s primary payment method has been updated to a card ending in X-4444. However, under the active subscription (e.g., “Watch”), the payment method still shows a card ending in X-6226.
To update the subscription payment method:
Click on the subscription name (e.g., “Watch”). Click the pencil icon next to the payment method. Select the correct primary payment method. Click Update Subscription to confirm.
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