Assign Payment roles via API

This article covers

How to assign payment roles for a customer?

Can we assign payment roles for a subscription via API?

Summary

This article will help you with changing the payment roles for the payment methods for a customer.

Pre-Requisites

There should be at least 2 payment methods added for the customer to be able to set them as primary and back-up.

Steps:

From UI:

• Open Chargebee.

• Open Customer.

• Go to Payment methods.

• Click the 3 ellipsis for the payment method which should be marked as Primary.

• Click mark Primary or Secondary.

• Refer to https://www.loom.com/share/b09371110b1440849b561bfded5f12b5 for a video tutorial.

From API:

You can make use of Assign payment Role API call to mark a payment method as Primary or back-up using API. It is necessary to pass the below parameters

Payment_source_id : Payment source id this role will be assigned to.Role : primary, backup,none.