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.
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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.
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And click on the Edit icon at the right side of the payment method option.
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After clicking the Icon, a pop-up appears as shown below.
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By default a selected payment method will be displayed.
You can choose your preferred payment method to update.
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After selecting a payment method, click on update.
Confirmation pop-up appears. Then click on Confirm button to proceed.
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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.
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In Customer's Portal page all plans will be displayed.
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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
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If you want to update / change payment method , use edit option in payment method panel.
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After clicking the Icon , a pop-up appears as shown below.
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By default a selected payment method will be displayed.
You can choose your preferred payment method to update.
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After selecting a payment method, click on update.
Confirmation pop-up appears. click on the Confirm button to proceed.
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Thats it. You have successfully updated your payment method.