How can I mark a payment method present at the customer level as primary/backup payment method?

Modified on: Wed, 14 Dec, 2022 at 3:27 PM

Scope

I want to set the payment method as primary at the customer level in Chargebee UI. 


Solution

As a merchant, you can go to the customer’s page and mark the payment method as primary or backup.

Classic UI:

  

Leap UI:



You can also use API to automate this process. You can use the assign payment role API endpoint and pass the payment source ID and the role (primary or backup) in the corresponding parameters.


Related Articles and Documentation

How can my customers set a primary/backup payment method using their self-serve portal?



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