How to update the Credit Card details for the same customer Trading Name but different ABN's where the Status is Active and Inactive for the other

You may encounter a scenario where you have the same customer with same name but different ABNs with different Status of "Active" and "Inactive"

For the customer with the same Trading Name with different ABN in Inactive status, we will need to change the Status from Inactive to Active.

First, you can check this article How to change Customer Status from Inactive to Active.

Once the customer status is now changed from Inactive to Active, you can follow the steps below to send an email to your customer so they can update their payment details:

1. Go to Customers -> Search for your Customer -> More Actions (...) -> Select "Update Payment Details"

Click on the Send Email button

Another way is when you have the customer on the phone, you can update their card details yourself with their permission by following the steps below:

1. Go to Customers -> Search for your Customer -> More Actions (...) -> Select "Add Card On File"

Here, you can update their Card Details