Can my customers edit their credit card details?
Your customers can edit their card details anytime if you’ve set up a customer portal to interact with them. To update their card details, your customers will have to:
- Log in to the portal using the portal URL.
Insight: The URL will be available in the portal invitation sent to your customer. You can also resend the portal URL by clicking the **Resend Portal URL** option in the customer's **Overview** section. Learn more on customer portal preferences.
- Go to Home in the left sidebar.
- Navigate to the My Details section and click View More.
- Click the Edit icon under Payment Details.
- Edit the card details and click Update.
Your customer’s card details will be updated.
Yes
No
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