Skip to content
English
Contact Us
Contact Us
  • There are no suggestions because the search field is empty.

How to update a customer's credit card or bank details from the merchant portal

Need to update a customer's details for direct debit or autopayment purposes?

How do I update a customer's details in Pinch?

To update a customer's details, you need to update their Pre-Approval record in Pinch. Follow these steps:

  1. Find the customer in Pinch.
  2. Click Launch Pre-Approval Page.
  3. Update the relevant customer details on the Pre-Approval page.
  4. Save your changes to confirm the update.