Skip to content

How to Update a Customer's Subscription Payment Method

Change the card charged for a member's subscription from their CRM profile. The new card takes effect on the next billing cycle.

Before You Start

  • Ensure the subscription is active (not canceled) and Stripe-billed
  • Ensure the customer has at least one saved payment method, or you’ll add a new one during this process

Steps

Step 1: Open the customer’s profile

  • Navigate to: Contacts > Customers → search for the customer → click their name
  • Click the Billing & Payments tab

Step 2: Find the subscription and open payment method settings

  • Find the active subscription in the Subscriptions section
  • Click the actions menu (three dots) on the subscription card
  • Click: Change payment method (or similar)

Step 3: Select or add a payment method

You can manage all of a customer’s saved cards from the Manage payment methods action (in the profile’s overflow menu): see saved cards, Add New Payment Method, or Save Card via Terminal.

The Manage Payment Methods window showing a saved card, Add New Payment Method, and Save Card via Terminal

  • Existing card: Select from the dropdown of saved cards on the customer’s account
  • New card: Click the option to add a new card → enter card details via the secure form
  • Click: Save or Confirm

Step 4: Confirm the change

  • The subscription card now shows the new payment method
  • The change takes effect at the next billing cycle — no immediate charge

Tips

  • Multiple subscriptions: Each subscription can have its own payment method. Changing one doesn’t affect others.
  • No immediate charge: The update only affects future billing cycles. Past failed payments need to be handled separately through Payment Collector.

Troubleshooting

The “Change payment method” option isn’t showing. Confirm the subscription is active and Stripe-billed. This option doesn’t appear for canceled subscriptions or external payment (cash/check) subscriptions.

I updated the card but the subscription still charged the old one. If the billing cycle ran before the update was saved, the old card was used. The new card will be charged on the next cycle.

Need a hand?

Email our team at support@joinzipper.com and we'll usually reply within a few hours.

Was this article helpful?