How to let my customer update their payment method during transaction failures?

Modified on: Sat, 5 Sep, 2020 at 12:45 PM

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I want my customer to update his payment method before his subscription cancels. How to do this?

How to let my customer update his payment method when there is a transaction failure?


Summary


In Chargebee, you can let your customers update their payment method when there is a transaction failure or before his subscription cancels due to failed payment, insufficient funds, etc.


  1. There are two ways in which you can do this manually,

    1. Use the Request payment method URL option to send email to your customers from the web interface. Your customer can use this URL to update her primary payment method. 

      1. To send this email out, navigate to the Chargebee Dashboard > Customers > customer's details page > Click the Request payment method (listed on the right, under Actions).

    2. Use the emails that are triggered when payment fails as a part of Dunning retry method. You can use the Update Payment method link ( or as a button) to let your customers update the payment method.

      1. When the customer's subscription payment fails a payment method link is sent to your customer in the payment failure email  

  1. You can also let your customer to manually update their payment method from the self-serve portal, using the Add a new payment method and Mark it as Primary option. 

  2. You can also use Chargebee’s APIs for automatically Adding/Updating the payment method.

    1. If you have a website where your customers can click on a button and invoke the page, you can use the Manage Payment Sources API for the same. The API returns a URL which you will have to redirect your customers to. (This action requires development effort, to know more about this contact support)

K
Kirthiga is the author of this solution article.

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