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As a customer service agent, you can set a payment method on a subscriber’s account to be the default payment method, using the Subscribe portal.
  • **Use Case Number:**2-5-08
  • **Completed By:**Customer Service Agent
  • Estimated Completion Time:<1 day
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. To learn more about Payment Methods, see Adding Payment Methods in the Subscribe Portal User Guide. Use the following steps to set the default payment method on an Account.
  1. Search for the relevant account in the Portal.
  2. Click Edit in the Actions panel.
  3. In the Payment Methods pane, locate the relevant Payment Method.
  4. Click the 3 dot Actions menu to the right of the relevant Payment method and select Make Primary. Note: The Primary Payment Method is applied only when a purchase is made without supplying a Payment Method.
  5. Click Update in the Actions panel. The payment method is displayed first in the Payment Method pane of the account detail page and is now the default payment method.
Parent topic:Customer Care