Updating payment methods for a customer

Sections

Before you start
Access the customer's payment methods
Update the customer's billing information
Remove the customer's payment method
FAQ

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.

Platform:

This article applies to 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.

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 payment methods

Merchant portal

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

Click on Payment methods to open the payment methods 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 switching to another payment method on file.

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Update the customer's billing information

Add a new payment method

To add a new payment method, open the Payment methods page and click Add credit card. 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, expand the payment profile and click the Edit in the Payment methods tab. 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.

Note: When you update the customer's email address in Recharge, it will not be updated in Shopify. Refer to Shopify's instructions for updating a customer's email address if you want to update the customer's email in Shopify as well.

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Update payment method for a specific subscription

If adjusting which payment method is used for a subscription address profile, open the See Details page and click Update payment method. Select a new method from the drop-down and click Update payment method to confirm.

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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.

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

Warning: This action is irreversible. If done in error, you will need to reach out to the customer or have the customer fill out their credit card information again.

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, an additional credit card must be on file before switching or removing the payment method. Click the Add Credit Card button to enter the credit card information for the customer. After the added credit card is on file, the customer can select the Add new payment method button and the Remove button from their 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.

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

Yes, customers can specify their payment method by shipping address. For example, a customer could set up one subscription to charge using a credit card and the other on PayPal as long as they have two address profiles.

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