Changing Payment Method - Community / Client Portal
F
Federica Basile
We need a faster and more efficient way to make clients change their payment method whitin a community / client portal
As of right now clients need to copy and past a link that is not immediately visible and this whole procedure is complex and counterintuitive.
We need an interface like everyother software where people can change their payment methods and mange their billing easily
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S
Sales & Marketing
Merged in a post:
Allow Customer To Update Payment Method on Recurring Invoices
M
Mark Idzik
Since there are no invoices sent on recurring invoices except for the first invoice, there is no way for customers to update their payment method if they want to change it without canceling the recurring invoice and creating a new one. Support has constantly told me for over a year now that there is a work-around, and that work-around is creating a new recurring invoice. Unless there's something that support doesn't know, I believe this should be a no-brainer. I've already reached out to support half a dozen times over the year asking the same question and I always get the same answer.