You can generate a link for updating the customer payment method as an action from the Dashboard. You can send the link to the customer so that the customer can change the payment method used for payments.


To get an update payment link, complete the following steps:

  1. Find the invoice for which you want to generate an update payment method link on the Open Invoices list.
  2. Select the Choose Action drop down list next to that invoice.
  3. Select Get Update Payment Method Link.
  1. The Link Generated popup opens.
  1. Right click the link to copy it so that you can provide it to the customer.