CUSTOMERS
Customer Portal
How to update payment method
13min
please follow the below steps to update payment gateway there are 2 ways to update a payment gateway customers can update payment gateway in their portal admin can update the payment gateway for their customer how a customer can update the payment gateway firstly the customer has to access the customer portal they will get myportal url in their respective email as shown below when the customer clicks on the myportal link, it will be redirected to their portal (myportal) then they have to select the plan by clicking on the plans tab to which the payment method should be updated and click on the edit icon at the right side of the payment method option after clicking the icon, a pop up appears as shown below by default a selected payment method will be displayed you can choose your preferred payment method to update after selecting a payment method, click on update confirmation pop up appears then click on confirm button to proceed how admins can update the payment gateway for customer navigate to customers list to update customers payment method click the customer id to redirect to their portal page in customer's portal page all plans will be displayed select the particular plan to update payment method after selecting the particular plan, payment method will be displayed in the right side panel along with edit option if you want to update / change payment method , use edit option in payment method panel after clicking the icon , a pop up appears as shown below by default a selected payment method will be displayed you can choose your preferred payment method to update after selecting a payment method, click on update confirmation pop up appears click on the confirm button to proceed thats it you have successfully updated your payment method