Managing Multiple Payment Methods for Subscriptions

In this document, you will learn how to manage multiple payment methods associated with a subscription. By enabling multiple payment methods, you can ensure payments are successful even if the primary method fails. The process includes setting up primary and secondary payment methods, updating them if needed, and viewing related invoices.

Step 1

In this section, we will explore the use of multiple payment methods attached to a subscription. These methods come into play if the primary payment method fails, thereby using a secondary method to attempt the payment.

Step 2

Once the feature for multiple payment methods has been enabled, open a profile with existing multiple payment methods. You should search and open the profile as usual, and then navigate to the Subscriptions tab.

Step 3

Access the subscription details, where you will observe multiple payment methods if they are configured. You will first see the primary payment method listed.

Step 4

Following the primary method, you will find the secondary payment method. Depending on the configuration for each member, both the primary and secondary methods may be displayed.

Step 5

If only a primary payment method is configured, then only one will be displayed. It is possible to attach two methods: a primary and a secondary. In this example, the primary method is a Visa card ending in 4366, and the secondary method is UPI.

Step 6

To update a member's payment methods, navigate to Actions and select Update Payment Method. You will then choose the channel to send the update link to the member. Once the member receives and opens the link, the update process can proceed.

Step 7

When the member accesses the link, they will see the interface displaying subscription details, current payment methods, and options to add or remove payment methods. By selecting Edit, they can enter new card information or reauthorize existing details. Once tokenized, the information is updated to the payment method.

Step 8

This page also provides access to past invoices related to the subscription. It shows the payment status, indicating if any dues are outstanding. Members can download invoices as PDFs by clicking on the Download option.

Step 9

This concludes the process for managing multi-payment methods. Thank you for your attention.

Updated on: 04/12/2025