Update the Billing Method for Recurring Charges
This guide explains how to change the payment method for a customer's scheduled recurring charges. This is useful when a customer wants to switch from manual payments to autopay, or change the credit card or bank account used for automatic payments.
Step-by-Step Instructions:
Access Recurring Charges:
Navigate to the desired Customer Account.
Within the account, click on the Recurring Charges tab or button to view all scheduled charges.
Select the Charge:
From the list, identify the recurring charge you need to update.
Highlight the charge and double-click it, or select it and click the Change button to open the details window.
Change the Billing Method:
Inside the charge details, locate the Billing method field, which will have a dropdown menu.
Click the dropdown menu and select the appropriate new option (e.g., Credit Card, ACH, Autopay).
Enter Payment Information:
Once you select the new billing method, new fields will appear.
Carefully insert the required payment information (e.g., credit card number, expiration date, or bank routing and account numbers).
Save the Changes:
After entering all information, click OK to save the new billing method for the recurring charge.
Important Note for Credit Card Autopay and PCI Compliance
To maintain Payment Card Industry (PCI) compliance and ensure the security of your customers' data, setting up autopay with a credit card has specific requirements. When selecting a credit card for autopay, the system requires that a valid email address is on file for that customer.
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