Add A New Credit Card To A Contact Record

When a customer responds to a billing issue related to a failed auto-charge for a payment plan or an expired credit card, you will need to:

• Add a new credit card
• Update the order or subscription to transition the billing to the new card

Add Credit Card to Contact Record

1. While viewing the contact record, click on the Order tab.
    
    
2. Click "Add Credit Card" 
   
   Note: This opens a pop-up window. Make sure pop-ups are not disabled.
    
3. Add the credit card details
   
    
4. Once all information is entered click "Save"
   

Order with Payment Plan

1. While viewing the contact record, click on the Order tab.
    
    

2. Click an existing order with a payment plan
   

    

3. Located at the bottom right side is the Payment Plan button. Click to update the credit card.
   
   Note: This opens a pop-up window. Make sure your pop-ups are NOT disabled.

Update Credit Card on Subscription

1. While viewing the contact record, click on the Order tab.
   
    
2. Click the existing Subscription record 
   
    
3.  Select the updated credit card under the "Recharge Information"