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home/Assistance/Payment/How to update payment information for a customer ?

How to update payment information for a customer ?

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There are 2 ways to set Wire Transfer as a default payment information for a customer:

  1. from the backoffice
  2. with the API

As soon as you modify the default payment information of a customer,

  • All next invoices of this customer will be issued without any automated debit.
  • You will have to set its invoices to “Paid” status when you receive a payment.
    See “Mark invoice as paid“.

1 – Set Wire Transfer as a default payment information from the Backoffice

Just modify its payment settings from the detailed page of the customer.

Then set new payment info like wire transfer, cash, checks,…

If the customer has already default payment information, just delete them and add new one.

2 – Set Wire Transfer as a default payment information with the API

Update Customer Payment Settings:

POST /v1/CustomerSettingsPayment?ReferenceCustomer={ref}
{

“TypePayment”: “ExternalBank”,
“DateNextBilling”: “2017-08-30T20:36:53.00Z”

}

See more at: https://docs.proabono.com/api/#update-payment-settings

Tags:checkcashwire transfer

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