How can I allow my customer to change payment information?

[buoyant loom]

I have a subscription product, I generated a link to the customer portal, but I can't find a place to update the payment information. How can I allow my customer to do it?

[open briar]

To allow your customers to update their payment information through the customer portal, you need to ensure that the portal is set up to support such updates. Here's how you can enable this functionality:

1. Customer Portal Setup: Ensure that you have created a Customer Portal session for the specific customer. This portal provides a secure, self-service area for customers to manage their subscriptions and billing details.

2. Portal Capabilities: The Customer Portal allows customers to:

   • View and manage their subscriptions.
   • Update payment methods and billing information.
   • Access billing history and download invoices.

3. Accessing the Portal:

   • You can create a portal session link programmatically using the Dodo Payments API. This link can be sent to the customer to give them access to the portal.
   • Use the API endpoint to create a customer portal session: /customers/{customer_id}/customer-portal/session. This endpoint will generate a session link that you can send to your customer.

4. API Example:

   • In JavaScript, you can use the following code snippet to create a portal session:

     import DodoPayments from 'dodopayments';
     
     const client = new DodoPayments({
       bearerToken: 'Your Bearer Token',
     });
     
     const customerPortalSession = await client.customers.customerPortal.create('customer_id');
     console.log(customerPortalSession.link);
     

5. Link Sharing: Share the generated link with your customer so they can access the portal and update their payment information.

By following these steps, you can enable your customers to update their payment information directly through the Dodo Payments customer portal.

Helpful Links

• Create Customer Portal Session

• Customer Portal Features
• Dodo Payments API Documentation

[tender compass]

@buoyant loom Could you please elaborate on the issue you’re facing and share a screenshot? Also, let me know on which page you’re trying to enter the payment details.

[buoyant loom]

I've generated the customer portal link but I can't find anywhere the customer can change their payment info:

am I just not seeing it or something?

even going to subscription -> three dots -> update billing details I can only change my name and address

[verbal valve]

@buoyant loom update payment method is something which is currently in development and we expect to release this feature early next week