Yes, your client can definitely update the credit card they're using to make their payments — even if they opted to turn on auto-pay when they made their first payment on an Invoice or Proposal!
Changing a credit card can be done without turning off or interrupting any payments — including automatic payments — but the change will need to be completed on your clients' end per the instructions below. If your client needs to turn auto-pay off entirely, here's how they can do that.
PLEASE NOTE: Any edits to payment methods must be done at the time of a payment in order to be successful. Changes from within a file — even attempting to remove a credit card — will not save unless a payment is made. If you'd like to remove a payment method without making a payment, please see How do I remove a previously saved payment method.
To update a credit card for an automated payment schedule:
1. Have your client open their HoneyBook Client Portal by clicking any link in any HoneyBook email you've sent them (for example, the link to a file you've sent, or via the direct link to your Client Portal).
HoneyBook Tip: You can customize the Client Portal experience! Check out how here.
2. Head the Payments screen. This can be reached either via:
The Invoice or Proposal itself, by heading to the Payment Plan section
The Payments tab of their main client portal, as in the GIF below
3. In either case, click the Pay button by the next available payment.
4. This will open the payments screen. This will NOT automatically make a payment. In the Credit Card section, click Edit.
5. Click the trash can icon that appears in order to remove the original card.
PLEASE NOTE: Any edits to payment methods must be done at the time of a payment in order to be successful. Changes — even attempting to remove a credit card — will not save unless a payment is made. If you'd like to remove a payment method without making a payment, please see How do I remove a previously saved payment method.
6. Enter the information for the new credit card, and click Pay. This will process the next payment in the schedule and save the new credit card to the client's account, enabling any future payments — manual or automatic — to be drawn from the new card.
PLEASE NOTE: When a client enters their payment information and clicks Pay, the next upcoming payment in the payment schedule will process immediately, even if this occurs before the payment due date. This also applies if auto-pay is turned on (by you or the client); if the client enters their payment information before the first payment due date, the initial payment will process immediately, and future payments set to auto-pay will automatically process on the set due dates.
Want to learn more?
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!