#david-borsodi_best-practices

1 messages · Page 1 of 1 (latest)

spare arrowBOT
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formal kayak
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Hi there 👋 trying to think through this a bit. Have you tested this flow in testmode for your account by chance, to see exaclty how it will behave?

rancid turtle
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Invoice.pay without an explicit payment method passed, for invoices without a default_payment_method will try the customer's default one. So it will be ACH credit transfer, if that's the default.
I can set the default payment method for invoices + the payment_settings.payment_method_types if I'm right, and exclude ACH credit transfer from the latter to possibly never use that.
But what I'm interested in, is should I take care of the customers currently having ACH credit transfer as the default payment. Or will those just vanish on 2024-10-15?

formal kayak
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My understanding is that we are planning to phase out Sources, and that by extension means our legacy ACH Credit Transfer flows, though I'm not exactly sure what the contents of the messages you've received about the migration are.

My suggestion would be to migrate the customers, so you don't run a risk of them suddenly not being able to pay later.

rancid turtle
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I see, thank you. Could you help me what do you refer about "migrate"? When I open the console as suggested in the guide, I don't get any proposed migration (it was a while I last checked, but I remember I should have if it was needed)
So, would the following work?

  • create a US variant customer_balance for each customer
  • set that as the default_payment method to the invoices of the customer from now on
  • unset customer.default_source (if that's allowed)
formal kayak
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invoice_settings.default_payment_method takes precedence over default_source, so I don't think you have to unset that field, but it's likely a good step. I would also strongly suggest doing all of this in testmode before touching any of your livemode customers, to ensure there won't be a disruption for your live customers.

Where in the linked guide are you seeing a suggestion to open a console, and what console are you referring to there?