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Infusionsoft Cookbook by Paul Sokol

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Updating a soon-to-be-expired credit card automatically

Collecting overdue payments can be expensive and time consuming. An innocent reason for the card on file to fail is simply that it has expired. By automatically giving customers the opportunity to update a card, we can provide a better customer experience and lower operating costs.

This recipe is primarily intended for companies that sell using subscriptions or payment plans.

Getting ready

We need to be logged in to Infusionsoft and inside a specific account.

How to do it...

  1. In the upper-left corner of the page, hover over the navigation and in the E-Commerce column, click on Settings:
    How to do it...
  2. In the Order ...

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