Send update payment link to the customer
This article allows the back-office user to let the customer update their preferred mode of payment.
Customers can update their card details in two ways:
By logging in to their customer account and clicking "Update Payment Details":
Test data is used in all screenshots. - By following a link sent to their email which an Ops user has triggered from JRNY Ops. See steps below:
- Go to the Ledger Module and click on the 'Accounts' Tab
- Choose the Customer account and click the menu button.
- Click 'Send Update Payment Method Link' from the dropdown.
- The green toast notification appears at the bottom and in the Modal to confirm that the link has been sent to the customer.
Through the Payments Module
- Go to the Payments module and click on the 'Failed Payments' feature.
- Choose the transaction and click the Action button.
- Choose 'Send Update Payment Link' from the dropdown.
- A toast notification appears at the bottom of the screen to confirm this action.