How a Customer can Update Credit Card Information

Summary / Introduction

Learn how a customer can update the credit card information associated with merchant Tabs account. There are two methods available: merchant can update it or the customer can during invoice payment.

Step-by-Step Instructions

There are two options in which a customer can update the credit card linked to their account:

1. The customer can give merchant the credit card information, and merchant can:

   • Click on the Customers tab

   • Click on the customer profile who wants the change

   • Click 'More' on the top right of the customer page

   • Click Billing Settings

   • Click '+ Add payment method'

   • Enter card information accordingly

2. If the customer is not on autopay (toggle autopay off if needed), after the invoice is sent the customer, the customer can:

   • Open up the payment link

   • Enter the desired card they want to pay with

   • Click 'Pay Now'

   • Then the new credit card will save to Tabs