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How to let my customer update their payment method during transaction failures?
In Chargebee, you can let your customers update their payment method when there is a transaction fai
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2020-09-05T07:14:40Z
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How to let my customer update their payment method during transaction failures?
How to let my customer update their payment method during transaction failures?
This article covers
I want my customer to update his payment method before his subscription cancels. How to do this?
How to let my customer update his payment method when there is a transaction failure?
Summary
In Chargebee, you can let your customers update their payment method when there is a transaction failure or before his subscription cancels due to failed payment, insufficient funds, etc.
There are two ways in which you can do this manually,
- Use the Request payment method URL option to send email to your customers from the web interface. Your customer can use this URL to update her primary payment method.
- To send this email out, navigate to the Chargebee Dashboard > Customers > customer's details page > Click the Request payment method (listed on the right, under Actions).
- Use the emails that are triggered when payment fails as a part of Dunning retry method. You can use the Update Payment method link ( or as a button) to let your customers update the payment method.
- When the customer's subscription payment fails a payment method link is sent to your customer in the payment failure email
You can also let your customer to manually update their payment method from the self-serve portal, using the Add a new payment method and Mark it as Primary option.
You can also use Chargebee's APIs for automatically Adding/Updating the payment method.
- If you have a website where your customers can click on a button and invoke the page, you can use the Manage Payment Sources API for the same. The API returns a URL which you will have to redirect your customers to. (This action requires development effort, to know more about this contact support)
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