Can my customers edit their credit card details?

Your customers can edit their card details anytime if you’ve set up a customer portal to interact with them. To update their card details, your customers will have to:

  • Log in to the portal using the portal URL.

Insight: The URL will be available in the portal invitation sent to your customer. You can also resend the portal URL by clicking the Resend Portal URL option in the customer’s Overview section. Learn more on customer portal preferences.

  • Go to Home in the left sidebar.

  • Navigate to the My Details section and click View More.

  • Click the Edit icon under Payment Details.

    Edit card Details
  • Edit the card details and click Update.

Your customer’s card details will be updated.

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