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Send Card Update to Customer

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Bytimothy A
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Overview: 

Send Card Update to Customer allows users to request updated payment information from a customer. This feature sends a secure link or notification prompting the customer to update their saved card details, ensuring uninterrupted billing for subscriptions or recurring payments.

Follow these steps to send a card update to a customer: 

Step 1: On your Dashboard, navigate to the Orders tab under the Sales section.

Step 1: On your Dashboard, navigate to the Orders tab under the Sales section.

Step 2: You will then be navigated to the Orders tab.

Step 2: You will then be navigated to the Orders tab.

Step 3: Click the Order ID, Total Amount, Number of Items, Order Date, Payment Method, or Pay Status to open the Order Summary for that order.

Step 3: Click the Order ID, Total Amount, Number of Items, Order Date, Payment Method, or Pay Status to open the Order Summary for that order.

Step 4: You will now see the Order Summary. Under the Customer section, click the three-dot menu and select Send Card Update.

Step 4: You will now see the Order Summary. Under the Customer section, click the three-dot menu and select Send Card Update.

Step 5: A card update will now be sent to the customer’s email address, and a notification will confirm that it was successful.

Step 5: A card update will now be sent to the customer’s email address, and a notification will confirm that it was successful.

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