How Your Customers Can Update Their Credit Card Information

Kayla M.

Updated

Learn where and how your customers can update their payment information so you can guide them through the process or simply send your customers the link to this tutorial. 

Note:
The Billing Info tab will not display if the customer was granted the Offer, if the customer purchased your Offer with PayPal, or if the active subscription was processed through a payment processor that has been detached (i.e., a detached Stripe or PayPal account). If your customer has purchased recurring subscription Offers with Stripe and PayPal, the customer can update their billing information for Stripe and manage their subscription from their PayPal account. If the payment processor was detached, you must manage your customers' card information in Kajabi or Stripe.

Update the card on file

For your Customers to update their credit card on file they will need to first log into their account on your site.

  • After logging in, click on the Customer Avatar in the top right corner of the page.
  • Then, select Settings from the dropdown.
  • Click Billing Info in the top right corner of the page.
  • Click Update next to the currently listed credit card.
  • Complete the prompt to enter the updated card information.
  • Then, click Update Card to apply and keep the changes:

Learn how your customer can edit their information. 

Note:
The User Menu block must be included in the Library page design if you wish to allow your customers to update their information on their own. If the User Menu is not included, customers must reach out to the owner of the site to update their information.

After your customer updates their credit card information, the next payment will charge their new card.

No further steps are required to maintain Product Progress or continue their payments after they update their card.

Your customers can now view and download their purchase receipts! Learn more here.

Looking to remove your customer's card from their account?
Manage your customer's profile and open More Actions to remove their stored credit card from their account. Keep in mind that this will permanently remove their credit card from their account on your site.

And that’s how your customers can update their credit card information! Please vote below and let us know if you found this article helpful. We value your feedback. Thanks for being the best part of Kajabi!

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