Credit Cards

Articles

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 Note: I...
Update The Credit Card On A Subscription
Find the customer's contact record   Go to the Order  tab in the bottom row of tabs on the contact record   Click on the name of a subscription to open it   Go to the Recharge Information section and select the n...
Update The Credit Card Expiration Date
When the expiration date for a customer's credit card needs updated, you can edit the card on file. You do not need to add a new credit card. Open the contact record, and click on the Order tab. Click on the credit card link. Updat...
Make A Credit Card Inactive
While viewing a contact record, click on the Order  tab.   Click on the credit card link.   Click on the Make Inactive and then click on OK  to continue.   Review the credit card information to confirm it is the co...
Viewing a credit card number
IMPORTANT! On July 10, 2019, in support of PCI compliance standards, we removed the option to view all 16 digits of a credit card. The last 4 digits are still accessible on the order record. ...
Update Your Default Credit Card Settings
The Credit Card Settings allow you to customize the style on the Infusionsoft credit card update portal, create credit card update related actions, and more. Go to E-Commerce > Settings Click on Orders  in the settings  menu. &...
Update The Credit Card For An Order
When a customer responds to a billing issue related to a failed autocharge 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 Note: I...