Customers may change their payment method for various reasons, such as their credit card expiring, losing access to their original payment method, or simply wanting to use a different form of payment. Additionally, customers may change their payment method if they encounter issues with their original way, such as declined transactions or difficulty with the checkout process.
Some customers may also change their payment method to avail of the offer or discount currently available in specific payment methods.
Change payment method from Loop customer portal
Customers can change their payment method directly from the Loop customer portal. For a customer to be able to do this, the following prerequisites must be met.
Prerequisites
Before executing the process, we need to make sure these things are in place.
The customer should have a subscription on Loop.
The option called “Change Payment Method ” should be enabled. This option can be found by heading to Customer Portal > Preferences >Payment and Shipping Details.
Suppose all the above prerequisites have been met. Here is a step-by-step illustration of how the option works.
In the Customer Portal, scroll down to "Payment details".
When you click on "update", it will ask to send a mail to the customer's email address where you can go and update the details.
When you click on "change", you'll see a list of all the payment options that you have used to make a payment on Shopify/Checkout.
Change payment method from Loop admin portal
There might be a requirement if a customer phones in and asks the merchant to change the payment method for their subscription on their behalf. In such cases, the merchant can manually adjust the payment method on behalf of the customer from the Loop admin portal. To do so, the following requirements will need to be met.
Prerequisites
Customers should have a subscription on Loop.
If all the prerequisites are satisfied, then they change the payment method in following way:
Navigate to Loop > Subscriptions, and search for the customer with “Subscription ID” or the customer's name.
Open the desired subscription, scroll to "Payment details" and choose the desired option to update/change.
When you click on "update", it will ask you to send a mail to the customer's email address where you can go and update the details.
When you click on "change", you'll see a list of all the payment options that have been used to make a payment on Shopify/Checkout by this customer.
Change payment method from Shopify admin
There might be a requirement if a customer phones in and asks the merchant to change the payment method for their subscription on their behalf. In such cases, the merchant can manually change the payment method on behalf of the customer from the Shopify admin portal. To do so, the following requirements will need to be met.
Prerequisites
Customers should have a subscription on Loop.
If all the prerequisites are satisfied, then they change the payment method in the following way:
Naviagte to “Shopify > Customers” and look for the customer name. Then, go to the “Payment Method” tab and click on “pen icon,” and choose “Replace Card.”
Add all the required information and confirm.
Need help?
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Loop Subscriptions Team 🙂