How to send customers a link to update their credit cards
This guide will walk you through how to send customers a link to update their credit cards.
To get started, you will need the following:
- a systeme.io account
- at least one sale made
For payments made with Stripe:
Navigate to your "
Transactions" page (number 1 in the image), located within the "
Sales" tab.
Enter the customer's email address into the search field and click on "Filter" (number 2 in the image). Next, click on the customer's email address (number 3 in the image).
On the contact sheet, scroll down to the "Subscriptions" section on the same page. Here, click on the three dots, followed by "Change credit card details" (number 4 in the image).
When you reach the redirection page, simply copy the link of the page (number 5 in the image) and send it to the customer.
For payments made with PayPal:
Customers who pay their subscription with PayPal and want to change their contact details will need to make another subscription with the new payment information.