For annual payments: Can I remove a CC on file for a client without cancelling/suspending their account?
Hi!
We have a client who has prepaid for a full year of our service. We've run the invoice and applied credits to keep the account going for a year. Now they have requested that we remove their credit card on file, because they would rather the account cancel than run an unauthorized charge on the credit card.
Is this possible to do, without cancelling or suspending their account?
We also take checks, and in CG these accounts have "no payment method" and cancel when the credits run out. This is basically the behavior that our client who has paid with CC wants.
Thanks for your time!
Bryan Weaver
We Are Mammoth
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Support Staff 1 Posted by Meghan Turner on 27 Jul, 2016 07:56 PM
Hi Bryan,
You can change the payment method to external. When you change the method to external, CG assumes that the account was paid in full from an outside source (like a check).The card information they gave you will still be on file, but by changing the payment method you ensure they aren't charged for any future payments.
It's important to note if you change the payment method to external that once the the customer is out of credits, CG will assume the customer is remaining subscribed to their current pricing plan, so if the customer would like to cancel or change plans after the credits are used, you'll need to manually make those changes to their account. Hope that helps!
Meghan
Meghan Turner closed this discussion on 10 Aug, 2016 08:43 PM.