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 Payment Plan section and click the Edit Paym...
Update a credit card expiration date
When your customer's credit card has expired, you can update the card on file. Open the contact record and click on the Orders tab. Click on the credit card link. Update the expiration date. Click the Save button. ...
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 th...
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 Max Classic credit card update portal, create credit card update related actions, and more. Go to E-Commerce > Settings Click on Orders in the settings menu. &n...
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...