Updating payment methods for a customer

In the Payment methods tab within your merchant portal, you'll find the current payment method and 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's billing information.

Before you start

The process used to update the customer's payment method depends on your store's platform and the type of payment method used:

• Single payment methods
• Multiple payment methods

Stores on the Recharge Checkout may have single payment methods or multiple payment methods enabled. Stores configured with multiple payment methods have a banner on the payment methods page to denote if the store is using single payment methods.

Single payment methods

With single payment methods, the customer can edit or change their payment method on the Payment methods tab in the customer portal. 

If you are changing a payment methods in the merchant portal for a customer, click Change payment method on the Customer overview page and enter the new card details.

Multiple payment methods

Customers can update their billing information and payment methods via their customer portal. To manage payment information click on the Payment method on the Payment methods tab or by editing the subscription and switching to another payment method on file. 

Add and edit payment methods

The method to adjust payment methods varies by platform. Review your specific store's platform for details.

Your customers can update their payment and billing information by clicking the Send update email button in their customer portal. This button triggers an email from Shopify to update the existing information. See Update billing information - Customer portal for more details.

You can also click the Request an update via email link in the merchant portal under Manage Payment methods for a specific customer, which triggers an email to the customer from Shopify. See Update billing information - merchant portal for details.

There are two ways to add additional payment methods for a customer if you migrated to the Shopify Checkout Integration.

Customers can manually add a new credit card to their customer portal through the Add payment method button. This creates additional payment methods that can then be used for subscriptions. If the customer uses the Send update email and enters a different credit card than the existing one, the existing payment method is replaced.

These subscribers can update their payment and billing information in their customer portal. See Instructions for your customers for details.

Customers can manually add a new credit card to their customer portal by selecting the Add payment method button. Customers can edit, move subscriptions and remove the payment method (if no active subscriptions are assigned) from the customer portal as well.

Update payment method for a specific subscription

If adjusting the payment method used for a subscription address profile, use the payment method action button to change, edit, or add a payment method. Click Update to confirm.

Remove the customer's 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, click Remove payment method in the Payment method section. Follow the prompt to complete the action.

Note: Payment methods must be unlinked from the subscription in order to be removed.