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In some cases, customers will need or want to update their payment method. This can be done quickly through the Self-Service Center or with your help if you’re not using the Self-Service Center.

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Update the payment method via the SSC

Customers can update their payment method by themselves in the SSC. The first step is to log into the Self-Service Center and navigate to Personal details. Ssc Acc Details On the account details page, customers should click the “Change” option in the Payment Method card: Payment Change Button This will open a payment update page where customers can update their payment method. Customers will be billed an authorization fee to complete the payment method update. The value of the authorization fee is configured in your Subscription Model settings. Update Payment 1 Sometimes, you might need to help customers update their payment method. You can provide them a link directly to the payment method update page so they don’t have to log in to SSC. Navigate to the Customer page and find the Update button under Subscription details > Payment method. Fmportal Send Update Payment Button This will open a popup with the link to the Update Payment Method page, which you can copy-paste and share directly with your customer: Payment Method Popup
Warning: This URL is unique per customer! Ensure you don’t share this link with anyone other than the customer for whom the link is generated in Firmhouse. If you share the same link with multiple customers, customers will pay for a subscription that isn’t theirs.
Customers can then open this link and update their payment method. Update Payment 2