How to Change the Primary Payment Method

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

Navigate to the customer’s profile and click the pencil icon (highlighted in orange).

In the pop-up screen, under the Update Existing tab, choose 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 customer’s payment method details manually.

How to Update the Primary Payment Method

If the customer has multiple payment methods saved and wishes 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.