Changing Default Saved Cards

When a customer makes their first payment, the system secures the card details to take recurring payments when the next billing cycle begins.

Customer card details are stored securely, with only the last four digits of the card number visible to the back-office user.

Viewing the Default Card of a Customer

To view the default card details, the steps are as follows:

1. Log in to the back office and click the Customer Module.

2. Search for the customer in the search field and click on the customer's name.

3. Scroll to the bottom of the Customer Account Details and click on the 'Billing' Tab to see the customer's default saved card.

Updating Customer's Default Card

To allow customers to make changes changes to their default card, the steps are as follows:

The Ledger Module or the Payments Module allow you to send customers a link to enter their new card details.

Through Ledger Module

1. Go to the Ledger Module and click on the 'Accounts' Tab

2. Choose the Customer account and click the three-dotted (Action) button.

3. Click 'Send Update Payment Method Link' from the dropdown.

4. 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

1. Go to the Payments module and click on the 'Failed Payments' sub-module.

2. Choose the transaction and click the Action button.

3. Choose 'Send Update Payment Link' from the dropdown.

4. A toast notification appears at the bottom of the screen to confirm this action.