Update Payment Details
A customer may update their payment method for similar reasons as changing the payment method, such as their credit card expiring, losing access to their original payment method, or simply wanting to use a different form of payment.
Additionally, a customer may update their payment method if they encounter issues with their original method, such as declined transactions or difficulty with the checkout process. Some customer may also update the payment method to take advantage of a promotion or offer that is only available with a specific form of payment.
Methods to update payment methods
How to update payment method from Loop Customer Portal
How to update payment method manually from the Loop admin portal
How to update payment method manually from the Shopify admin portal
Need Help?
Customers can get an update payment method link for themselves directly from the Loop customer portal. For a customer to be able to do this, the following prerequisites must be met.
The customer should have an active subscription on the app.
The option called “**Update Payment Method** ” should be enabled. This option can be found by heading to Customer Portal > Preferences >Payment and Shipping Details.
If all the above prerequisites have been met. Here is a step-by-step illustration of how the option works.
An email will be sent to the customer's email ID from which the customer can directly update their card details on a secure page served by Shopify which looks similar to the checkout page on the store.
There might be a requirement if a customer phones in and asks the merchant to provide update payment mail for their subscription on their behalf. In such cases, the merchant can manually send the update payment method mail on behalf of the customer from the Loop admin portal. To do so, the following requirements will need to be met.
Customers should have an active subscription on Loop.
If all the prerequisites are satisfied, then update the payment method by following way-
By heading over to loop, you can search for the customer with “Subscription id”, in the “Payment Details,” you have to click on “Update.”
Click on “Send Mail”.
An alternative method to sending the update payment method email via Loop is to leverage the "Send link to update card" functionality directly from Shopify admin itself.
Customers should have an active subscription on Loop.
If all the prerequisites are satisfied, then they can update the payment method in the following way-
Head over to “Shopify > Customers” and look for the customer name. Then, go to the “Payment Method” tab and click on “More Actions” and choose “Send Link to Update Card.”
No need to fret; we’re here to jump in and help you out. Reach out to us at support@loopwork.co or feel free to ping us on chat by clicking the support beacon on the bottom right.
Thanks!
Loop Subscription Team 🙂
Additionally, a customer may update their payment method if they encounter issues with their original method, such as declined transactions or difficulty with the checkout process. Some customer may also update the payment method to take advantage of a promotion or offer that is only available with a specific form of payment.
Contents of the article
Methods to update payment methods
How to update payment method from Loop Customer Portal
How to update payment method manually from the Loop admin portal
How to update payment method manually from the Shopify admin portal
Need Help?
Update Payment Method from Loop Customer Portal
Customers can get an update payment method link for themselves directly from the Loop customer portal. For a customer to be able to do this, the following prerequisites must be met.
Prerequisites
The customer should have an active subscription on the app.
The option called “**Update Payment Method** ” should be enabled. This option can be found by heading to Customer Portal > Preferences >Payment and Shipping Details.
If all the above prerequisites have been met. Here is a step-by-step illustration of how the option works.
An email will be sent to the customer's email ID from which the customer can directly update their card details on a secure page served by Shopify which looks similar to the checkout page on the store.
Update Payment Method from Loop Admin Portal
There might be a requirement if a customer phones in and asks the merchant to provide update payment mail for their subscription on their behalf. In such cases, the merchant can manually send the update payment method mail on behalf of the customer from the Loop admin portal. To do so, the following requirements will need to be met.
Prerequisites
Customers should have an active subscription on Loop.
If all the prerequisites are satisfied, then update the payment method by following way-
By heading over to loop, you can search for the customer with “Subscription id”, in the “Payment Details,” you have to click on “Update.”
Click on “Send Mail”.
Update Payment Method from Shopify Admin Portal
An alternative method to sending the update payment method email via Loop is to leverage the "Send link to update card" functionality directly from Shopify admin itself.
Prerequisites
Customers should have an active subscription on Loop.
If all the prerequisites are satisfied, then they can update the payment method in the following way-
Head over to “Shopify > Customers” and look for the customer name. Then, go to the “Payment Method” tab and click on “More Actions” and choose “Send Link to Update Card.”
Need Help?
No need to fret; we’re here to jump in and help you out. Reach out to us at support@loopwork.co or feel free to ping us on chat by clicking the support beacon on the bottom right.
Thanks!
Loop Subscription Team 🙂
Updated on: 24/06/2024
Thank you!