Switching Payment Processors

How to Turn Off a Payment Processor for New Purchases

If you want to switch to a new payment processor for all new purchases, but still allow existing subscriptions and payment plans to run through the existing payment processors, what do you do?

Easy! Just disable the payment processor that you want to phase out, and enable the one that you want to use going forward.

To do this go to the settings - payment processors page:

We'll still keep charging all the existing payment plans and subscriptions on the disabled payment processor.

All new purchases, however, will not see the disabled payment processor as an option.

Also, if an installment or subscription payment on the disabled payment processor fails, and the customer comes back to enter new credit card information, they'll now only see the option for the new payment processor, and hence, they, too, will be moved over to the new one.

In other words, the transition could not be more graceful and seamless.

How to Switch Payment Processors for a single purchase

If a customer wants to change payment processors for future installments, they can do that by:

• Going to their Manage purchase page (see how they can do that here). Note: You can also send them the link, as you can find it on their purchase page
  
  
  
• From there, they can click on Add new next to their payment information:
  
  
  
  
• This will show a list of all the payment methods available to them:
  
  
  
  
• They can then choose their new payment method and click on Add new

Note: If they are using Automatic PayPal subscriptions, they will not be able to change payment processors after purchasing. They will need to cancel their current purchase and purchase again using the new payment method. They also cannot change from other payment processors to automatic Paypal subscriptions.