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Updating a Customer’s Credit Card

If a customer’s payment fails because their card needs to be updated, managers can send the customer a secure link to update their card details.

How it works

When a customer updates their card:

  • the new card is saved to their profile in Stripe (Secure payment processor)
  • the card can be used for future payment attempts

Note: Updating the card does not charge the customer. It only saves the new card for future use.

When to use this

Use this feature when:

  • a payment fails because the card is no longer valid
  • the customer wants to replace the card on file
  • you need the customer to update their payment details before retrying a payment
  • The customer has a 2nd deposit payment pending that will be charged in the future
  • If the 2nd deposit payment has failed due to a card processing error

What the customer sees

The customer receives an email with a secure link to update their card details.

After they complete the update, the new card is stored and can be used the next time payment is attempted.

Important notes

  • The card update step does not retry payment automatically
  • A separate payment attempt is still needed after the card is updated
  • The updated card is saved securely in Stripe