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  1. Payments
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  1. Payments
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  6. Configuration

How can I mark a payment method present at the customer level as primary/backup payment method?

Problem Statement

You want to know how can I mark a payment method present at the customer level as primary/backup payment method.

Scope

I want to set the payment method as primary at the customer level in Chargebee UI.

How to set Primary/Backup payment method?

Solution

As a merchant, you can go to the customer's page and mark the payment method as primary or backup.

Classic UI:

image

Leap UI:

image

You can also use API to automate this process. You can use the assign payment role API endpoint and pass the payment source ID and the role (primary or backup) in the corresponding parameters.

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