Form: Update Credit Card Details

Send this form to customers who ask to update their card details for future payment plans.

https://spt.securechkout.com/update-cc

Please Note:

• The original sale must have originated in Ontraport with Stripe as the payment Gateway. Any payments collected directly through Stripe will need to be updated in Stripe.

  
  

  If NMI was used as the original checkout, the update will not work automatically.

  Follow these steps if NMI was used originally:

  • Wait for the customer to confirm that they have updated their card details
  • Raise a manual transaction under 'Purchases'
    • Select the product - e.g. Financial Revolution or FinRev Silver
    • Check the amount to be charged and edit if required to match the outstanding amount
    • Check that the latest card is selected (change if required)
    • Select 'Stripe US' as the checkout
    • Preview the invoice
    • Submit the payment
    • Confirm that the transaction has been successful
  • Select the 'Collections' item and select 'Write Off' from the menu.
  • Update the customer's 'Past Due' status to remove them from the Dunning automation:
    • In the Purchases screen, scroll to the 'Past Due' section
    • Go to the respective product that is Past Due and change the status to 'Previously Past Due' - see screenshot below.
    • For FinRev Past Dues, the Past Due status must be updated on both the Contact and Deal records
      • The Deal Record status must reflect the status for the actual deal affected - i.e. the status could be 'Previously Past Due' or 'Custom Arrangement'. Both of these statuses will end the Dunning automation.
      • The contact record should reflect the status of ALL past dues - i.e. if there is one 'Previously Past Due' deal and one 'Past Due' deal, the contact record status should be 'Past Due'.

• Refresh the customer's profile and check that the 'Past Due' subscription is now 'Current', and 'Stripe US' is set as the checkout for the next payment