Updating and Adding Credit Card

Outline:

• Overview
• Add credit card
• Update credit card
• Change default payment method

Overview

Skio has added a new feature where customers can update and add new payment methods to their account through the customer portal. 

Add Credit Card

This setting allows subscribers to add a new credit card within the customer portal. This setting needs to first be enabled within the Skio dashboard by going to Customer Portal > Portal settings. Toggle on the option to Use in portal payment management. Make sure to hit Save at the top of the page.

The customer can then login to their customer account and click "Edit" beside the billing section.

Then select "Add new payment method"

From there the customer can fill in their new credit card details and hit "Next."

After that, they can add the billing address and hit "Add card"

Update Credit Card

This setting allows subscribers to update their existing credit cards in the Skio customer portal. After loging in the customer can follow these steps:

Click "Edit" beside the billing section.

Click "Edit" under the credit card you want to update.

Make any necessary changes, and hit "Save changes"

Change Default Payment Method

Customers can change the default payment method through their customer portal. 

Select "Edit" beside the billing section.

Select the payment method you'd like to be your default, and then click "Set as primary payment method."