How to let my customer update their payment method during transaction failures?

Problem Statement

You want customers to update their payment method when a transaction fails or before the subscription is canceled due to failed payment.

Solution

You can let customers update their payment method manually, via dunning emails, or via API.

Steps to Set It Up

Manual (web interface)

1. Request payment method: Go to Customers > customer details page > Request payment method (under Actions). This sends an email with a link to update the primary payment method.
2. Dunning emails: When payment fails, dunning emails include an Update Payment method link. Customers can use it to add or update their payment method.

Self-serve portal

Customers can update their payment method in the portal using Add a new payment method and Mark it as Primary.

API

• Add/Update payment method
• Manage Payment Sources API – returns a URL to redirect customers to update payment. Requires development. Contact support for details.