When a customer signs up using the checkout, we'll already have their payment details on file as we need to take these before we can process their first payment to set up their subscription. If you've created your customer manually without a subscription, you'll need to make sure you collect their payment details before a subscription can be added to their account. There are two ways that you can add payment details to your customers' accounts in Billsby.

First you'll need to navigate to the individual customer page. From here, click on Replace payment method in the top right hand menu. This will open a side modal where you'll see the option to either add these details manually or send a request to the customer.

If you are able to collect payment details from your customer you can choose to enter these details yourself in the side modal itself.

* If you have SCA enabled on your account, you won't be able to use this method.

The second option in the modal is to Send payment details request. The email sent to the customer will contain a link for them to securely update their card details. All you need to do is click on the button provided and the email will send straight away.