How Can Customers Update Their Payment Methods?

In this article, we’ll guide you through the process of how your customers can update their payment information from their customer dashboard, providing you with a step-by-step guide.

Let’s dive in!

What is Customer Dashboard?

The customer dashboard is a special page that SureCart automatically generates when you activate the SureCart plugin.

This is like my account page that your individual customers can access.

On this page, customers can find various details like recent orders, downloads, plans, account information, and more. They can also update their password, review billing details, and manage payment methods. 

With this customer dashboard, people can add new payment methods, delete existing ones, and select a default payment method for their payments.

How Can Customers Update Their Payment Method?

To update their payment method, customers need to log in to the customer dashboard. The default link is the domain followed by the “customer-dashboard” slug.

For example, if the domain is example.com, the customer dashboard login URL would be example.com/customer-dashboard

Now, let’s go through the steps that customers need to follow to update their payment method.

1. As a customer, enter the email information that you used during checkout, and then click the “Next” button.
   

2. Enter your password, and then click the “Login” button to access the Customer Dashboard.
   

3. After the customer logs in, they will be directed to their Dashboard. From this page, they can click on their avatar, located in the bottom left corner of the screen next to their name.
   

4. In the menu options, choose “Billing.”
   

5. If the customer wishes to add a new payment method, they can click on the “Add” button located in the top right corner of the screen.
   

6. Now, simply enter the credit card information and click the “Save Payment Method” button to save your changes.
   

How to Set Up a Default Payment Method?

To set any card as the default one, your customers simply follow the steps below:

1.  Click on the three dots menu next to the credit card they want to update.
   

2. Choose the “Make Default” option. This will open a popup screen.
   

3. To set this new payment method as the default for all active subscriptions, they can toggle on the “Update All Subscriptions” option and then click the “Make Default” button to save the changes.
   

Done!

Now the new credit card will be used as the default payment method for all payments.

Hope this was helpful!

Additionally, you can share this document with your customers to help them understand how to update their payment method if needed.

By following these steps, your customers can easily add new cards and manage your default payment option. This seamless method ensures your billing details remain up-to-date for a hassle-free shopping experience.