How to Select a Card for a Job or Subscription

This explains how to update a customer’s payment method for a specific address or subscription so that future cleanings at that location automatically use the new card.

Step 1: Locate the Customer and Job

• Go to the customer file for the client (e.g., Claudia Krennic).

• Find the job for the specific address or subscription (e.g., Poplar Circle).

Step 2: Update the Payment Method

• In the job details, locate the payment method section.

• Select the new card the customer wants to use (e.g., card ending in 4-3-2).

Step 3: Save the Update

• Click Save and choose Save and Update if prompted for a permanent change.

• This ensures that the selected card will now be used for all future cleanings at that address.

Step 4: Confirmation

• Confirm that the new card is now listed for that address.

• Moving forward, all charges for cleanings at that property will automatically use the updated payment method.

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Notes: Common Mistakes to Avoid

• ⚠️ Updating the Wrong Address: Make sure you’re editing the payment method for the correct subscription/address.

• ⚠️ Not Saving Permanently: If you only save temporarily, future cleanings won’t use the new card.

• ⚠️ Multiple Payment Methods Confusion: Confirm the correct card is selected when a customer has more than one on file.