How to Change the Payment Method for Recurring Charges

This guide explains how to change the payment method for a customer's scheduled recurring charges. You can use these steps to switch a customer from manual payments to an automatic method or to update an existing credit card or bank account.

Step-by-Step Instructions

1. Access Recurring Charges: Navigate to the desired Customer Account, then click on the Recurring Charges tab to view all scheduled charges.

2. Select the Charge: Highlight the specific recurring charge you want to update. Double-click it or select it and click the Change button to open the details window.

3. Change the Billing Method: In the charge details, find the Billing method field. Use the dropdown menu to select the new payment option, such as Credit Card, ACH, or Autopay.

4. Enter Payment Information: Once the new billing method is selected, new fields will appear. Carefully insert the required payment information, such as a credit card number, expiration date, or bank routing and account numbers.

5. Save the Changes: After entering all of the necessary information, click OK to save the new billing method for the recurring charge.

Important Note for Credit Card Autopay

To ensure Payment Card Industry (PCI) compliance and protect customer data, a valid email address must be on file for the customer when setting up autopay with a credit card.