This SOP outlines the steps to change a client's payment method either by sending them a self-service link or by manually updating their payment information.

Steps

Method 1: Sending Self-Service Link

1. Access Customer Portal Link:
   • Navigate to Settings.
   • Go to Product Settings and then Billing Tab.
   • Locate the Customer Portal Tab.
   • Copy the link provided.
   • Send the link to the client via email or message.

Method 2: Manually Updating Payment Method

1. Gather Client Information:
   • Ensure you have the client's payment details (card number, expiration date, CVC).
2. Log into the Customer Account:
   • Go to Customers.
   • Find the relevant client
3. Add New Payment Method:
   • Scroll to Payment Methods.
   • Click the plus (+) button to add a new card.
   • Enter the card number, expiration date, and CVC.
   • Click Add Card.
4. Set Default Payment Method:
   • In Payment Methods, click the three dots next to the new card.
   • Select Set as Default.
   • Ensure future invoices or billings use this card.
5. Update Subscription Payment Method:
   • Navigate to Active Subscriptions.
   • Find the subscription and click to update it.
   • Scroll to the payment section.
   • Update the card to the new default card.
   • Click Save and update the subscription.
6. Retain Old Card Information (Optional):
   • Keep the old card information in case the client needs to revert to it.

Notes

• Ensure to update the default payment method for all active subscriptions.
• Double-check that the correct card is set as default to avoid billing issues.

Review this video for step by step instructions

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