How to update a client's credit card details
If your client requested to update their payment method, there are two options available. We best recommend allowing the client to update their own details whenever possible.
Option 1: Let the client update their details (recommended)
Go to the Agreements page: Agreements
Search for the client.
Click Copy Link next to their agreement.
Send the link to the client so they can securely update their billing details themselves.
Option 2: Update yourself via Rechargly Agreement
Go to the Agreements page: Agreements
Search for the client.
Click Copy Link next to their agreement.
Update the billing method.
Go into the Stripe Customer Dashboard and ensure the latest invoice has been collected.
Important note
If you or your client are having issues updating the payment method, please contact us for assistance. Do not update the payment method directly in Stripe, as it won't sync and may cause future invoice problems with Rechargly.