Updating billing information for a customer

In the Billing Information tab, you'll find the current method of payment along with the current billing address for your customer. You may need to edit the address in this section if the customer's address has changed or if you need to update the email address on file. This guide provides instructions on locating and updating the customer billing information.

Before you start

This feature is only available for merchants using the Recharge Checkout on Shopify or BigCommerce. If you use the Shopify Checkout Integration, see Customer accounts with the Shopify Checkout Integration for specific instructions on how to update billing information.

Access the billing information for a customer

In the Recharge Dashboard, click the Customers tab and search for the customer. Once found, click on the customer's name to open up their customer account.

Click on Billing information in the left-hand menu to open up the Billing information page.

Update the customer billing information

If updating the credit card on file, click on the Edit button in the Card on file section. On the following page, you can enter the new credit card information. You will need the customer's full name, card number, expiration date, CVV, and zip/postal code.

If updating the customer's billing address or email address, click the Edit button in the Billing information section. On the following page, you can update the customer's first and last name, address, zip code/postal code, company name, phone number, and e-mail address.

Remove customer payment method

A customer may reach out to request that their credit card or PayPal information be removed from their customer account completely. To remove the payment method, simply click the Remove button in the Card on file section. Follow the prompt in the pop-up window to complete the action.

FAQ

Can a customer have more than one payment method on file?

At this time, customers can only have one payment method on file at any given time. If a customer requires two payment methods, you will need to create another account with a different customer email address.

Can I switch the payment method from credit card to PayPal?

No. Braintree/PayPal requires an additional verification step that can only be completed via the checkout process. Customers will need to process a new subscription product at checkout to switch to using PayPal.

Can I switch the payment method from PayPal to credit card?

Yes. For customers currently using PayPal, you will see a Change payment method button. Click the button to enter in credit card information for the customer. You can also remove the payment method to allow a customer to enter credit card information through their own Customer Portal.