This article covers
How to assign payment roles for a customer?
Can we assign payment roles for a subscription via API?
Summary
This article will help you with changing the payment roles for the payment methods for a customer.
Pre-Requisites
There should be at least 2 payment methods added for the customer to be able to set them as primary and back-up.
Steps:
From UI:
Open Chargebee.
Open Customer.
Go to Payment methods.
Click the 3 ellipsis for the payment method which should be marked as Primary.
Click mark Primary or Secondary.
Refer to https://www.loom.com/share/b09371110b1440849b561bfded5f12b5 for a video tutorial.
From API:
You can make use of Assign payment Role API call to mark a payment method as Primary or back-up using API. It is necessary to pass the below parameters
Payment_source_id : Payment source id this role will be assigned to.
Role : primary, backup,none.
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