Contacts may need to update the payment method used for a Subscription.
When To Use This
Use this workflow when a contact's card expires, bank details change, or a Subscription payment fails.
Notes
The dashboard subscription action is labeled Update Subscription for active subscriptions. Contacts may also be able to manage payment details through the portal.
If a contact can self-serve, send them the portal link. If staff update the subscription, confirm the contact's request and review the next scheduled payment date afterward.
Payment method options can depend on the payment processor, the Subscription setup, and the contact's existing payment method. PayPal and Venmo are not used for Subscription or scheduled payments.
After a payment method is updated, open the Subscription record and confirm the status, payment method summary, and next payment date. If the update was prompted by a failed payment, review the failed payment record as well so staff know whether any manual follow-up is still needed.