How to update customer bank details on proposals

Here we will go over how to update a clients bank details on a proposal

If an automated payment on your proposal is unsuccessful or the card has expired you can update the client’s bank detail on the proposal.


Please note that if a card payment is unsuccessful, the system will email the client to check their account details. The system will attempt to charge the card again after 3 days, 6 days, and then 14 days. If at the end of 14 days it is still unsuccessful, the automated charge will be canceled for that billing period. If you have updated the bank details, the system will attempt to charge the new card.


There are two ways to update the client’s card details


Updating clients bank details for proposals as a merchant

To update the client’s bank details go to proposals

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Select the proposal you need to update the payment method for

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Select “Update” next to the payment method

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Enter the new payment method for your client and click save

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Your client’s payment details have now been updated.

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Updating the bank details on a proposal as a client

Your clients can also update the payment method through the proposal email that was originally sent.

They will need to select “View Proposal”

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Select “Payment”

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Then select “Update card details”

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Enter the card details and click Save

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You can also resend the proposal by clicking send or copying and sending the proposal as a link.

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