Update a Credit Card for a Client's Recurring Plan

New credit card? Here is how you can update a client's credit card for a recurring plan. This is especially helpful if the client's payment failed and their new card needs to be retried.

Add the New Card to the Client's Profile

Navigate to the client's profile
Select the Overview Tab
Scroll to the bottom of the Overview Tab
Select + Add New Credit Card
Enter the card details
Save

Navigate to the client's profile

Select the Overview Tab

Scroll to the bottom of the Overview Tab

Select + Add New Credit Card

Enter the card details

Save

Update the Card Associated with the Plan

From the client profile Overview Tab scroll down to the plan tile
Select the three dots on the top right of the plan tile
Choose View Details
Scroll down to the Payment Schedule
Select the edit pencil next to the client's upcoming payment
From the New Payment Method drop-down choose the new card
Check the box Apply payment method to all future payments
Save

To remove the old card, go back to the Payment Methods section of the client's profile, select the three dots on the far right of the old card, and choose Delete to remove the old card

From the client profile Overview Tab scroll down to the plan tile

Select the three dots on the top right of the plan tile

Choose View Details

Scroll down to the Payment Schedule

Select the edit pencil next to the client's upcoming payment

From the New Payment Method drop-down choose the new card

Check the box Apply payment method to all future payments

Save

To remove the old card, go back to the Payment Methods section of the client's profile, select the three dots on the far right of the old card, and choose Delete to remove the old card

✋ Cards used for recurring plan payments can not be updated via the Wall App. They can only be updated by staff or via a widget on your website.

Update a Credit Card for a Client's Recurring Plan | Walla Support Center