In order to update the payment information in the Customer Portal, your customers have to follow the steps below:
Steps to manage
- Log in to the customer account that has active subscriptions (refer to this guide to have access to the customer portal link).
- From the list of subscriptions, click on the subscription he would like to update the billing information.
- Under the Payment details area, click on the Update payment button. A confirmation email will be sent to the customer’s email address right when clicking on this button.
- The customer must open his email box.
- Click on the Confirm payment information button in the email content. The customer will be directed to a page to update his billing information.
- Fill in the updated payment information.
- Click Update Card to finish.
If you have any questions or concerns, don’t hesitate to contact us at email@example.com. We are always willing to help with all sincerity.