How It Works
The option to send the payment update link is available through the quick action menu on the subscription list page and the Actions section on the subscription detail page. Business users can email the link directly to the customer or copy it to send through other communication channels. These one-time-use links are valid for 30 days. Customers simply click the link to view and update their subscription details, and upon updating, the new payment method will be charged starting from the next billing cycle. Business users can generate multiple links and deactivate all outstanding links directly from the subscriptions page for any given subscription.
1- Navigate to Subscriptions:
Go to the Payments on the left > Subscriptions at the top.
2- Send the Update Link:
From the quick action menu or the Actions section, select the option to send a payment update link.
Choose to either email the link directly or copy it to send through another method.
3- Customer Updates Payment Method:
The customer receives the link, clicks on it, and updates their payment method.
The new payment method will be used for future subscription charges.
4- Manage Links:
Generate additional links as needed.
Deactivate any outstanding links from the subscriptions page if necessary.
Convenient Link Sharing: Business users can send customers a link to update their payment method for ongoing subscriptions.
Easy Card Updates: Customers can easily update the card on file used for their subscription charges.
Expanded Support: This feature supports additional payment gateways, making it more accessible.
Prompt Updates: Encourage customers to update their payment methods proactively to avoid service interruptions.
Clear Instructions: Provide clear instructions in the email or message containing the update link to ensure customers know how to proceed.
Follow-Up: Send a follow-up reminder if the payment method has not been updated within a specified period.
Monitor Expiry: Keep track of the 30-day validity period for the update links to ensure customers have sufficient time to complete the update.
Regular Reviews: Periodically review and deactivate any outstanding links that are no longer needed to maintain security and organization.
Customer Support: Offer customer support contact information in case customers encounter issues while updating their payment method.
How long is the payment update link valid?
The payment update link is valid for 30 days from the time it is generated. After this period, the link will expire, and a new link will need to be generated.
Can I send the payment update link through any communication channel?
Yes, you can either email the link directly to the customer or copy it to send through any other communication channel, such as SMS, chat, or other messaging platforms.
What happens if the customer does not update their payment method?
If the customer does not update their payment method within the validity period of the link, they may experience service interruptions until the payment method is updated.
How do I deactivate an outstanding payment update link?
You can deactivate any outstanding payment update links directly from the subscriptions page. This option allows you to manage and ensure that only valid links are active.
