💳Edit/Change Payment Method

Smartrr account portal vs Shopify's new account portal

Edit Payment Method in Smartrr

This process is outlined in the EDIT PAYMENT section of the Manage subscriptions help doc. The steps remain the same, which includes:

• Going to your subscription in the Smartrr portal under the Subscriptions tab.

• Click on the "Manage subscription" button.

• Select the "Edit payment" action shown in the popup modal.

• Follow the additional steps shown in the email sent to your inbox (email address tied to your subscription).

The email received from following these steps, is coming from Shopify. Smartrr has no control over the content of this email, as Shopify handles the payment processing and stores all payment methods under the customer's profile.

Payment gateways are changing how they handle payment method updates. Payment methods are usually updated immediately to the customer's profile in Shopify. However, recently, some are only syncing the update when the customer creates a new subscription with the newly added payment method.

The current experience that a merchant would have with Shop, is that they will be redirected to Shop's "Subscriptions" page after following the actions in the received Shopify email (email received after submitting payment method edit request in Smartrr). Shop's "Subscriptions" page only shows subscriptions created in Shop. Therefore customers may not see their subscriptions, or any action to change their payment method in Shop.

Shopify's New Customer Accounts

Shopify's new customer accounts template houses a Payment methods section that makes it easier for customers to update their payment methods that are linked to subscriptions:

Edit Payment Method in Shopify

N.B. This method is available for merchants who have switched to the new customer accounts template (found under the "Customer Accounts" setting in Shopify).

The new Shopify customer account portal, provides a "Profile" page where the "Payment Methods" setting is found:

On this page, customers will see:

• Their email address

• Addresses

• Payment methods

Click on your virtual card to edit the card's details, or click on "+Add" next to "Payment methods" to add a new payment method. If editing your current card, you will get this window:

Click on the "Edit" link to change your card information (you will get this same window when adding a card):

Enter your details and hit save. Once saved, the update is immediately made to your customer profile in Shopify, making it available in Smartrr as well, for your subscriptions.