If a customerâs payment is failing through Shop Pay, and theyâre also unable to update their card within their Shop Pay wallet, thereâs a helpful workaround you can use. By sending them a Quick Checkout Link tied to a $0 product, the customer can securely add a new payment method outside of Shop Pay.
Once added, either you or the customer can update their existing subscription to use the new payment method.
â Step 1: Create a âFreeâ Product in Shopify
If you donât already have one, follow these steps:
Go to your Products section in Shopify and click âAdd productâ.
Name the product something like âUpdate Payment Infoâ or âPayment Method Collectionâ.
â(This name appears at checkout, so make it clear to the customer.)Set the price to $0.00.
âMark the product as non-physical to avoid shipping charges.
đ Step 2: Create a Subscription Plan in Appstle
Open the Appstle Subscriptions app.
Go to âSubscription Plansâ and click âCreate New Plan.â
âChoose the free product you just created.
Set the plan to expire after the first cycle (so it doesnât renew).
Add a visibility tag to keep this plan hidden from other customers on your storefront.
â
This plan wonât charge the customer. Itâs only used to securely collect a new payment method.
đ Step 3: Generate a Quick Checkout Link
In Appstle, go to âMoreâ > âQuick Checkout.â
Select the product and plan you created above.
(Optional) Select the customer to prefill their name and email.
Do not select Shop Pay as the payment gatewayâwe want them to use another available method.
Click âGenerate Linkâ to create the checkout link.
Copy and share the link with your customer (email, WhatsApp, or any channel you prefer).
đ Step 4: Update the Subscription with the New Payment Method
Once the customer has submitted their new payment info, you can switch their old subscription to use the new payment method, either from the merchant portal or the customer portal.
From the Merchant Portal:
Go to Subscriptions > find the customer's original (failing) subscription.
Click the pencil icon next to payment info.
Select the new payment method from the dropdown.
From the Customer Portal:
Customer logs in and clicks âSee Detailsâ on their subscription.
Go to Payment Details and click âEdit.â
Choose âSelect another payment methodâ.
Pick the new method from the dropdown.
Once updated, the subscription will charge the new method on the next renewal.
đŹ Suggested Message to Send to Customers
Hi [Customer Name],
It looks like your current payment method is having trouble processing through Shop Pay.
Please use the secure link below to update your card. It only takes a minute, and you wonât be charged â this is just to refresh your payment details:
[Insert Quick Checkout Link]
Let us know if you run into any issues â we're here to help!
â