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FAQ

Update Card on File

Customers can update their own card via the Customer Portal. However, if you want to update a card for your customer manually (over the phone, in person, etc.) you can add a new card on file from any Subscription or Payment Plan record.

  1. Navigate to a Customer or Order Record
  2. Click on the Subscription or Payment Plan record
  3. At the top right of the Subscription or Payment Plan record locate the Payment Details section, click on the credit card element
  4. Select + Add Card

This will change the card on file to the new one. Any outstanding balances will be charged automatically to the new card, and any scheduled auto-retries will stop upon the successful payment, or continue to retry on the new card. If you don’t want