Your customers can edit their card details anytime if you’ve set up a customer portal to interact with them. To update their card details, your customers will have to:
Insight: The URL will be available in the portal invitation sent to your customer. You can also resend the portal URL by clicking the Resend Portal URL option in the customer’s Overview section. Learn more on customer portal preferences.
Go to Home in the left sidebar.
Navigate to the My Details section and click View More.
Click the Edit icon under Payment Details.
Edit the card details and click Update.
Your customer’s card details will be updated.
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Available in all mobile platforms
Books
Online accounting software
for small businesses.
