How can I ask a customer to add or update a Stripe payment method?

You can ask a customer to add or update a Stripe payment method, which is saved for later charges/refunds. This can be useful, for example, if your customer has changed bank cards, or if their card has expired or is no longer valid.

You will need to enable payment links in order to ask a customer to add or update a Stripe payment method. To do so, you can check this article from our knowledge base.

Customizing the payment page

You can customize the page as you want, as long as you have added the required shortcode [hb_payment_link_form] or bloc “Payment link form”. You can customize the text displayed on the page in HBook > Text/Translations > Payment link form, such as “Explanation text before add or update payment method form”, “Text before “Submit” button” or “Thanks message for adding or updating payment method”.

Sending the payment link

To send the payment link to your customers, in order for them to add or update a payment method, you can:

Send it manually: in the Reservation page, on the Emails column, by clicking on the “Add payment link” text when sending an email. You will select “No payments (store payment method only)” from the options.
Send it in email templates: in HBook > Emails, you can include payment link variables in the message of your email templates.
Send it in documents: in HBook > Documents, you can include payment link variables in the template of your document.