Yes. If your customer needs to update the payment method used for their existing Auto Payment authorization, you can send them a secure payment method update request directly from Forwardly.
If your customer already has a Forwardly account, then they can also update their payment method by logging in and updating their business and auto payment settings.
How to request an updated payment method from a customer
- On the left-hand navigation bar, click Get Paid and then Customers.
- Mouse over the customer whose Auto Payment method needs to be updated, and click View.
- Select the Auto Payments tab.
- Click Request a payment method update.
- Review the confirmation message.
- Click Send Request.
Once you complete these steps, your client will receive an email with a secure link where they can update the payment method associated with their Auto Payment authorization agreement for your business. After sending the request, the Auto Payment agreement status changes to Paused.
| Warning: Once you submit this request, Auto Payments for this customer will be paused automatically. Any payment already in progress will still go through on the existing payment method. Future Auto Payments will stay on hold until the customer updates their details. |
While the request is pending, you can choose to send a reminder to your client to update their payment method or cancel the request if the update is no longer required. Once your client updates their payment method, Auto Payments will automatically resume, and all future invoice payments will be collected using the new payment method. Both you and your client will receive an email confirming the change.
| Reminder: Updating the payment method does not affect payments that were already processing before the request was sent. Those payments will continue using the previously authorized payment method. |