Add ability to email update payment method to workflow
G
Gary Rennilson
Happy that the update payment method is now available. It would be nice however to be able to automatically send an email to a contact using a workflow instead of just having to do it manually.
So if a subscription payment fails for a contact on a workflow trigger then send an email with their update link as an event.
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S
Sales & Marketing
Merged in a post:
NMI Subscription “Share Payment Update Link” – Doesn’t Actually Update Subscription
C
Cheryl Condon
I have noticed a major issue with how the NMI subscription “Share Payment Update Link” works when used through GHL:
When a customer uses the link and adds a new card, the card is saved to their customer profile, but it does not update the active subscription tied to the failed card.
This forces us to manually re-assign the card or rebuild the subscription, which defeats the purpose of having a “payment update” flow.
Customers believe they’ve fixed their billing problem, but their subscription continues to fail...creating confusion, churn risk, and unnecessary admin work.
Expected Behavior:
When a customer updates their payment method via the shared link, the new card SHOULD automatically attach to their active subscription and future billing cycles should run successfully without manual intervention.
Request:
Please update the NMI + GHL subscription integration so that the “share payment update link” truly updates the subscription’s active payment method.
This would align the feature with user expectations and reduce failed payments, customer frustration, and manual rework.
Thanks for reviewing...this improvement would make subscription management much smoother for both businesses and customers.
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Sales & Marketing
Merged in a post:
manually send a payment method update link
A
Allison Cooke
The ability to manually send a payment method update link would definitely be a helpful feature to improve the payment process for non SaaS service sales.
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Sales & Marketing
Merged in a post:
Share Payment Update Link - Needs to Automatically Charge the Customer for Past Due Payments
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Mariah | FG Funnels Support Team
Currently, when a customer updates their payment method through the Highlevel "share payment update link" that is available under Payments > Subscriptions, the failed payment for their subscription is not automatically retried. This causes confusion for the business owner.
The business owner ends up having to login to Stripe to copy the Stripe payment update link, to send that to the customer instead, so that the customer will be automatically charged for the failed payment.
C
Customer Services
This would be amazing - how do I upvote this? I'm having to email customers manually but would love to be able to put it in a workflow.