Customers can update their own card via the Customer Portal. However, if you want to update a card for your customer manually (over the phone, in person, etc.) you can add a new card on file from any Subscription or Payment Plan record.
- Navigate to a Customer or Order Record
- Click on the Subscription or Payment Plan record
- At the top right of the Subscription or Payment Plan record locate the Payment Details section, click on the credit card element
- Select + Add Card
This will change the card on file to the new one. Any outstanding balances will be charged automatically to the new card, and any scheduled auto-retries will stop upon the successful payment, or continue to retry on the new card. If you don’t want