Update a Customer by Invitation

Modified on Tue, 20 Jan at 4:36 PM

Customers can update the details of their existing payment methods or add payment information for the first time to associate it with their profile. Depending on the situation, you can send an invitation for them to complete the process. Below are the possible scenarios that may occur:

Customer with no payment methods associated

1. Go to the Customers tab in the side navigation.

2. Locate the desired customer in the list.

3. Click the Actions button on the right of the customer and select Update by Invitation.

Note: This option is only available for customers who have an email address on file.

4. Select the link expiration time and verify that the email and/or phone number are correct.

5. Click the Send button.

6. The customer will receive a link via email where they can add their payment method. Once saved, the information will be reflected in the platform and associated with their profile.

Customer with one payment method associated

1. Go to the Customers tab in the side navigation.

2. Locate the desired customer in the list.

3. Click the Actions button on the right of the customer and select Update by Invitation.

Note: This option is only available for customers who have an email address on file.

4. Select the link expiration time and verify that the email and/or phone number are correct.

5. Click the Send button.

6. The customer will receive a link via email where they can update the information for that specific payment method (the only one on file).

Once saved, the payment information will be updated in the platform, and any subscriptions or other entities associated with that payment method will also be updated to reflect the most current details.

Customer with more than one payment method associated

1. Go to the Customers tab in the side navigation.

2. Locate the desired customer in the list.

3. Click the Actions button on the right of the customer and select Update by Invitation.

Note: This option is only available for customers who have an email address on file.

4. From the list of existing payment methods, select the one that needs to be updated. Only one payment method can be selected. Click the Continue button.

5. Select the link expiration time and verify that the email and/or phone number are correct.

6. Click the Send button.

7. The customer will receive a link via email where they can update the information for that specific payment method (the one selected from the list).