Subscription Summary: Payment Details Tab

A subscription can contain many payment methods. Browse to the payment details portion of the subscription summary to view all of the subscriber’s payment methods.

Please be aware that this article is related to Advanced Billing's Subscription Summary function. The subscription summary is the place to perform all tasks necessary to manage customers’ purchases through Advanced Billing. You can learn more about the Subscription Summary by checking out this help article: Subscription Summary Overview.

If a customer has a payment method attached to their account, you will be able to view some information about the card itself here. We mask all secure information, therefore displaying only the last 4 digits of the credit card number.

The address attached to the payment is the billing address for the subscription. This is the same as the information entered in the billing address in the Public Signup Page.

Some payment profiles may be marked as disabled. This happens when the payment gateway is unable to locate the information corresponding to the credit card information Advanced Billing has stored for that profile. Typically this occurs when auto card update functionality is enabled on your gateway and it cannot update a given account. When the gateway cannot update the account, it simply deletes it. Disabled payment profiles can only be deleted.

Payment Profile - Activate

If you have more than one payment profile attached to a subscription, you may toggle the current active card on the subscription easily. The new active card will be the payment method used to process all charges in the future.

If a subscription shares the same customer ID across many subscriptions, they will share the payment methods. In this case, different subscriptions can have differing active payment methods. For more information on the relationship between customers and subscriptions, please see our documentation.

• You may toggle between credit cards and ACH accounts with no issues. To find out more about using ACH with Advanced Billing, please see our documentation.

• Updating the active card will not affect refunds in the future. For questions about refunds, we encourage you to read our FAQ on returning funds back to the original payment method.

• When a subscription is past due, activating a new card will cause any of the scenarios to occur:

  • If there is a current balance, the newly activated card will be charged the amount due.
  • If the attempt to charge the current new balance fails, the newly activated card will be the current active card on the subscription

• You cannot select a payment profile if it has been disabled by the payment gateway.

Payment Profile - Add New

If you have full credit card information for a subscriber enter a new card by selecting Add New Credit Card. Billing address information is an option

If you have ACH enabled and are an Authorize.Net user on US soil, you’ll be able to edit/add ACH information here. Please see our documentation on ACH here.

Payment Profile - Edit

This will allow you to edit the billing address of the subscription. This link will not allow you to edit a customer’s credit card. It will only allow you to edit the information about the credit card itself as shown below:

If you’d like to edit a customer’s credit card number, we suggest adding a new card, per the instructions below.

Payment Profile - Delete

To delete a payment profile, click the gear next to the payment profile you would like to delete and select “Delete credit card”.

Payment Profile - Request Payment Update

This is a powerful tool used specifically to instruct a customer to update their credit card securely via self-service pages. Select Email Customer to Request Payment Update to send an email directly to your customer.