How to update payment methods for membership introduction in High Level

• Step-by-Step Guide to Sending Payment Update Links
• Understanding Link Usage and Customer Actions
• Deactivating Shared Links and Compatibility Information
• Conclusion

Keeping subscription payments up-to-date is crucial for maintaining seamless business operations. HighLevel offers a straightforward way to update payment methods for subscriptions, ensuring that your customers can easily manage their payment details. In this blog, we’ll walk you through the steps to send payment update links and manage these updates effectively.

Managing subscription payments is essential for both customers and businesses. If a customer’s payment method is outdated or a credit card has expired, HighLevel provides a simple solution to update these details. By sending a payment update link, you can ensure uninterrupted service and avoid payment failures. Here’s how to do it.

Step-by-Step Guide to Sending Payment Update Links

1. Navigate to Payments:
   • Go to the “Payments” section on the left sidebar.
   • Select “Subscriptions” at the top.
2. Access Subscription Options:
   • Locate the subscription that needs a payment update.
   • Click on the three dots on the right side of the subscription.
3. Share Payment Update Link:
   • Click on “Share Payment Update Link.”
   • You have two options:
     • Send the link directly to the customer’s email.
     • Copy the link and send it via any communication channel such as Facebook, LinkedIn, etc.

Understanding Link Usage and Customer Actions

• One-Time Use: The payment update links are for one-time use only.
• Link Validity: Each link is active for 30 days from the time it is generated.
• Customer Updates: Upon clicking the link, customers will be directed to a page where they can update their payment details.
• Next Billing Cycle: The new payment method will be charged starting from the next billing cycle.

Deactivating Shared Links and Compatibility Information

• Multiple Links: Business owners can generate multiple links for different customers.
• Deactivating Links: To deactivate a link, click on the “Deactivate Shared Links” button. This ensures that previously shared links are no longer active.
• Compatibility: This update feature is available for Stripe, NMI, and Authorize.Net connections.

By following these steps, you can ensure that your customers can easily update their payment methods, reducing the chances of failed payments and enhancing customer satisfaction.

Conclusion

Keeping payment methods up-to-date is vital for maintaining smooth subscription services. HighLevel makes it easy to manage and update payment details through simple, secure links. By providing your customers with these convenient options, you ensure uninterrupted service and a seamless user experience.

Stay tuned for more tips and tutorials on using HighLevel to streamline your business operations. Happy automating!