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Updating a customer credit card
Updating a customer credit card

Deleting an old credit card sometimes won’t work. Are they a wine club member?

Ned Creed avatar
Written by Ned Creed
Updated over a week ago

**Very Important**To join a wine club, a customer needs to have a credit card loaded into their account first. 

Plus, when a client needs to change the credit card being used in their existing club membership, that existing credit card cannot be deleted from their account or removed from the club until you load a new credit card into the account. 

Again, this is because clients are required to have a credit card loaded in their account  to sign up for a club. If they do not, the Figure platform will not allow them to sign up for a club. This is a failsafe for your club membership numbers. You don’t want people to sign up for a club if they are not willing to provide payment details.

Therefore, if you try and delete the only credit card in a customer account, and it is tied to their club membership, the platform will prohibit that one card from being deleted. 

Loading a new credit card in the Figure app:
To load a new credit card you navigate to the main page of the customer’s account details. About a quarter of a screen-scroll down the blue tab “Profile & Notes” will be highlighted. Just below that you will see Shipping Addresses and Billing Information. Under “Saved Payment Methods (SECURE)” click the “New” button. A window will appear to enter in the credit card details and billing information. 

**Very Important**Don’t aim to save time here. Enter in all the billing information; full street address, apartment or suite information, city, state, postal code...everything. If a declined credit card happens you don’t want it to be because you didn’t populate the full billing address information.

Be aware that when saving a new card, a temporary $1 pre-authorization charge will appear on your customer’s statement, and may show as “ONLINE PAYMENT PROCESSED BY STRIPE.COM”


International Credit Cards:
If you have a client that lives outside the USA, there is an option to enter international credit cards.** After clicking the New button to load a new credit card, and the window appears, instantly go to the State drop down menu. The first selection is “International”. Selecting that will remove the State drop down menu and make it a blank “fill-in” cell, allowing you to enter in more relevant information for that customer’s billing address.

**Customers cannot load international credit cards themselves in their account pages or when processing an order. They have to be loaded into the Figure app by an admin user.

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