How to Update or Add a Payment Method (Card) to an Active Job or Subscription

This guide explains how to add or update a payment method for a customer’s active subscription, including how to remove expired cards and ensure the correct card is linked to upcoming jobs for automatic payments.

Step 1: Open the job details for the customer who needs to update their card.

• Example: Locate the job (e.g., Bon Jovi) currently in progress on the schedule or route.

Step 2: In the Payment Method section, check if there is already a card on file.

• If a valid card appears, verify that it’s still active and correct.

• If the customer’s card is expired or needs to be changed, proceed to the next steps.

Step 3: To add a new card, click “New” and enter the following details:

• Card Number

• Expiration Date

• Security Code (CVC)

• Billing ZIP Code

• (Optional) Card Name or Description

Step 4: Save the new card information.

• If there are any missing or invalid fields, an error message will prompt you to fix them before saving.

Step 5: Remove the old or expired card to avoid future billing errors.

• Go to the customer’s Payment Methods tab.

• Select the outdated card and delete or deactivate it.

• This ensures only the active payment method remains on file.

Step 6: Go to the customer’s next upcoming job.

• Verify that the newly added card appears automatically in the payment drop-down menu.

• If it does not, click the drop-down and manually select the correct card to attach it to that job.

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Notes: Common Mistakes to Avoid

• ⚠️ Not removing expired cards: Leaving old cards on file can cause failed auto-charges or confusion about which card is active.

• ⚠️ Forgetting to assign the new card to future jobs: Even after adding the card, you must confirm it’s linked to upcoming scheduled cleanings.

• ⚠️ Skipping the save step: If the “Save” button isn’t clicked after entering the new card, the information won’t be stored.

• ⚠️ Entering incomplete card details: Missing expiration or ZIP code fields will trigger an error message and prevent saving.

• ⚠️ Updating during an active job: Always verify payment updates are applied before or after job processing to avoid charge disruptions.