Updating payment methods for a customer

In the Billing information tab within your Recharge Dashboard, 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

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 customer's billing information

Merchant Portal

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

Click on Billing information to open the Billing information page.

Customer Portal

Customers can update their billing information and payment methods via their customer portal. To manage payment information, click into the Payment method on the Payment methods tab or by editing the subscription and then click Change payment method.

Update the customer's billing information

Update the credit card 

If updating the credit card on file, click Update card in the Payment method 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.

Update the billing address or email address

If updating the customer's billing address or email address, click the Edit 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 email address.

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 in the Payment method section. Follow the prompt to complete the action.

FAQ

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 the 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.

How can the customer update from one PayPal account to another?

This cannot be done via the Customer Portal and would require a fresh checkout or updating the account in their PayPal settings. 

Can a customer add a payment method and not use it?

No, customers will only have multiple payment methods if they have separate address profiles. If they only have one profile they will be replacing the payment method on file for that profile.