Updating your Customer's Card

Note: If you simply want to collect money from the card your customer has on file, you can do that by following the steps on this guide

Updating your customer's card

If your customer wants to update their payment method or their card, this can be done in two ways:

• From your customer's end - This is usually the safest way, so that is the one we would recommend. Your customer can update their payment details by following the steps in this guide
  
  
• From the admin's end - If your customer provided their card details and you want to update them on their behalf. Follow the steps below:

Updating your customer's card from the admin end

1. Locate the purchase. This can be done in three ways:
   1. Products > Purchases tab > Search for the customer > Locating the purchase via the purchase screen
   2. Lists & Contacts > Contacts tab > Search for the person > Locate the purchased product via their contact screen
   3. Products > Products tab > Locate the purchased product > Purchases tab > Search for the customer > Locate the purchase via the billing screen
      
      
2. Make sure that there is a payment due. If not, and you want to add a future charge, you can Add a charge
3. Scroll down to the Charges & Payments box. Under upcoming charges, you will see a list of all payments that are upcoming. You will see a "charge to" column that will either say "No credit card" or show the last 4 digits of their current card. 
4. Select the 4-digit card number link to edit the card number, and click the Enter new card button in the pop-up screen
   
   
   
   
5. This will show a screen where you will be able to enter the details for them
6. Done! The new credit card number is now listed as a method of payment.