Purpose
Manage the payment methods stored on a customer profile without disrupting active subscriptions or pending recovery work.
Before you begin
- Search carefully for the existing customer before creating another profile; duplicate customer records can exist.
- Review the customer’s outstanding-payment notice, active subscriptions, and pending charges.
- Open any matching subscription directly from the customer’s Subscriptions tab to confirm which method it uses.
Open payment-method editing
- Open Customers, locate the customer, select the row, and choose Full details in the right-side quick view.
- Review the outstanding-payment notice, Payment Method(s), subscriptions, and orders. Select the pencil Edit customer icon.
- In Payment Method(s), review the default method and any alternatives.
Add a payment method
- Select Add payment method.
- Enter the authorized card information and associated billing address, then select Save and continue.
- Select Set as default when the new method should become the customer’s default.
Remove or replace a payment method
- Select the trash-can Delete icon beside the correct method.
- If active subscriptions or upcoming charges use it, select a replacement method when prompted. Do not remove the method until those workflows have a valid replacement.
- Review the masked card details and select Delete card only after confirming the impact.
What deletion means
Deleted methods disappear from the customer-facing payment-method list and cannot be restored or reused from the current interface. The system retains a soft-deleted internal record and an audit activity, but the processor token may be revoked. If the customer needs the card again, add it as a new payment method; do not depend on retrieving the prior card credentials.
Notes
- The current customer profile has no free-form internal Notes field.
- Duplicate-customer detection and cross-links are not currently shown when opening a profile; search by name, email, and phone before editing.