How can my customer update their card/bank account details in the Customer Portal?
To edit card/bank details, your customers will have to:
- Log in to the Customer Portal.
- Click the Edit button next to the card/bank details that have to be updated.
- Update the card/bank details on the card/bank details page.
Note: Your customers can only update their card/bank details and not add a new card or bank account through the Customer Portal. However, when making payments for invoices using a new card, you can save the card for future usage for that subscription.
Yes
No
Let us know where we can improve
Thank you for your feedback!