Allowing customers to change their credit info on our website

Allowing customers to change their credit info on our website.

Using Wordpress, IM360 and Feedbolt as applications.

Hi @Mark_Leibovit, you can add credit cards to the system by using DataService.add and the CreditCard table. You can also modify existing credit card records using DataService.update to update the expiration date, name on card…etc but not the card number.

Novak Solutions has a payments portal that you can use for this as well. If you have a membership site, you can put a link to put a logged in member directly into their payment methods page without requiring another login, otherwise it’s a simple email confirmation / setup method to get the customer logged in to see and update their payment info.

This isn’t available on our website right now - so just reach out at support@novaksolutions.com if you want to try it out (free trial available)