If your customer has an expired or expiring credit card. You can directly send an email to the customer with a link to update their Payment Profile.
To do that:
- Go to the Account
- Click Send email icon (If this is not visible, you will have to to enable it in your Account Page Layout)
- In To field, enter Contact
- In Related To field, select the Payment Profile
- Click 'Insert, Create or Update Template' icon
- Click 'Insert a Template'
- In Templates dropdown, select 'All Classic Templates'
- In Templates Folders dropdown, select 'Payment Center Templates'
- Click 'Update Payment Profile'
- Click Send button
An email will be sent to the contact with a link to update their Payment Information.