How do my customers update their credit card information?

When a customers payment on a Subscription Plan or Payment Plan fails, they may need to update their credit card.

With Spiffy, we provide a link where your customers can go to enter their order email, and receive a 'Magic Link' to log into the Customer Portal to do just this.

Once your customer has updated their credit card, Spiffy will automatically attempt to charge the balance due, within 15 minutes.

To get started, just click on the profile icon at the top right of your Spiffy dashboard, and select 'Settings'

In the main settings menu, under the 'Domain' section, you will find your account's public 'Customer Portal Link' that can be shared with any of your customers.



When a customer fails a payment, you can manually send this link, or you can even set up one of our Billing Automation triggers to apply a tag in your integrated CRM that could send an email that contains the 'Customer Portal Link'

When the customer clicks the link, they will be prompted to enter the email address that they used on the order, and then our system will send them an additional email with a secure 'Magic Link' that will automatically log them into their 'Customer Portal'



When your customer receives their magic link, they will click it to instantly log into their portal, where they will see information surrounding their order, and the failed payment.  They will be able to click on the failed payment, and then click on the card that is currently on file to reveal the option to add a new card.

Once they save the card, Spiffy will attempt to charge the balance due, to the new card, within 15 minutes, and any further Subscription or Payment Plan payments for their order will use the new card for billing.


If you have any questions, please let us know at Support@Spiffy.co

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