Create a Payment Link
under review
M
Murray Sellars
there are times where the payment for a customer either fails with their card changes, or they were on invoice to start off with. For all these the ability to get them to click a link and re-sign up with a new card would be most useful.
Simply provision a payment link that can be tied back to that client's account to enable them to update their payment details.
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Devin Hyde
Hi Murray,
We are starting to look into ways to make it clearer when a recurring payment fails, so that the issue can be resolved quicker, and you can get that payment collected.
For now, I also want to let you know that from an invoice you can copy a link to a payment page, where your customer can enter their credit card information and save it for recurring payments. Let us know if that helps. Thanks!
Devin Hyde
under review
M
Murray Sellars
Devin Hyde so to clarify that resolves it for that invoice and saves it to the system - what happens if a client reaches out proactively to change their card?