Can my customers add or update their card and bank details by themselves?
Yes, your customers will be able to update their payment information by themselves from the Customer Portal, if you’ve enabled it for them.
You can also request them to securely add their payment information through Zoho Billing’s hosted payment pages. To do this:
- Go to the Customers module from the left sidebar.
- Select a customer.
- Click the More dropdown in the top right corner.
- Select Request Payment Information.
- Click Send.
Your customer will be sent an email with a link to update their payment information through the hosted payment pages.