Managing Payment Methods
Update cards, switch gateways, and keep billing running
Before You Begin
Cards expire, clients switch banks, or they want to move from Stripe to PayPal. This guide covers updating a billing customer's payment method and explains what happens to their active enrollments and subscriptions when a method changes.
Steps
Open the Billing Customer
Navigate to Operations > Edge > Billing Customers and click on the customer whose payment method you want to update.
Find the Payment Method Section
In the customer detail view, the Payment Method section shows the current gateway (Stripe or PayPal), payment method label (e.g., 'Visa ending in 4242'), and method type.
Click Update Payment Method
Click the Update Payment Method button to start the update process.
Enter New Payment Details
For Stripe: a card entry form appears. Enter the new card details. Edge attaches the new method to the Stripe customer and detaches the old one.
For PayPal: the PayPal vault authorization flow launches. Complete the new authorization.
Save the Update
Click Save. Edge updates the billing customer record with the new payment method details.
Verify Active Enrollments
All active trigger enrollments continue working automatically with the new payment method. Enrollments reference the billing customer, and the billing customer now points to the updated method. No re-enrollment is needed.
Resume Paused Enrollments
If any enrollments were auto-paused due to payment failures (e.g., expired card), update the payment method first, then resume each enrollment individually. The consecutive failure counter resets on resume.
Result
The billing customer's payment method is updated. All future charges — invoices, subscriptions, and trigger billing — use the new method automatically.
