Manage Payment Sources

Chargebee provides a platform to manage the payment methods of your customers. Chargebee ensures you have the required globally accepted payment methods and gateways set up for your customers to carry out secure payments. This feature is a subset of the various capabilities available in the customer portal.

A primary payment method needs to be added by your customer to run the billing process efficiently. Backup payment methods are also recommended to support primary payment method failure scenarios.

This platform can help you:

• Securely handle your customer payments.
• Notify your customers about their payment method statuses.

The manage payment sources page displays as a modal popup or as a standalone page. Do not embed hosted page URLs in your own iframe elements.

You can integrate with Chargebee payment sources using:

API-based integration

You can generate a hosted page URL to add new or update existing payment methods for a customer using Chargebee's APIs. Keeping payment details on the Chargebee-hosted page keeps card data out of your servers, which reduces your PCI compliance scope.

Learn more about the manage payment source API.

Open the page with Chargebee.js

Instead of redirecting the customer, you can open the manage payment sources page as a modal in your application with Chargebee.js. Create the hosted page on your server with the manage payment sources API, then pass it to openCheckout() the same way you would a Checkout hosted page. See Set up Chargebee.js and openCheckout() in the Chargebee.js Reference.

For a working example, see the Chargebee checkout samples repository.

Email-based integration

This can be accomplished by including a manage payment button to add new or update existing payment sources in the Request payment method email sent to the customer.

Here is a sample email:

When the customer clicks on the Update payment method, a Payment method screen appears for adding backup payment methods: