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As a customer service agent, you can add a payment method to a subscriber’s account using the Subscribe Merchant Portal 2.0.
  • **Use Case Number:**2-5-06
  • **Completed By:**Customer Service Agent
  • Estimated Completion Time:<1 day
Payment Methods define the way by which an Account pays for their Subscriptions. Accounts may have several Payment methods associated with them, which are listed in order of preference. The Portal includes a Primary toggle that designates the default Payment method and sets it first in the Payment Method list. Note: The Primary Payment Method is applied only when a purchase is made without supplying a Payment Method. To learn more about Payment Methods, see Adding Payment Methods in the Subscribe Merchant Portal User Guide. To add a Payment Method to an Account:
  1. Search for the relevant account in the Portal.
  2. Click Edit in the Actions panel.
  3. In the Payment Methods pane, click the Add Payment Method button. The Add Payment Method dialog box appears.
  4. Enter the details for the new payment method according to the following:
    1. If this is the default payment method in the account, enable the Set Primary toggle switch, by moving it to the right. When saved the Payment Method appears at the top of the Payment Method pane.
    2. Select the Payment Type from the drop-down list. The following Payment Methods are supported in the Portal:
      • Credit card
      • ECP
      • External Billing
      • Direct Debit
      • Carrier Billing
      • Merchant Accepted Payment
      • Military Star
      • Boleto Note: All other supported payment methods require direct online customer interaction.
    3. Enter the Payment Method specific details according to the Add Payment Method details in the Subscribe Merchant Portal User Guide.
    4. To change all active Subscriptions to this payment method, enable the All Subscriptions Use This Method toggle switch by moving it to the right. Note: This setting is defined for the time of submission only.
  5. Click Update in the Actions panel. The new payment method is displayed on the account detail page. If set to Primary it appears first in the list.
Parent topic:Customer Care