Overriding payment method defaults for individual customers

The payment method defaults that you defined in your payment settings can be overridden for individual customers. For example, if you are running UK based business and collect your recurring membership payments by Direct Debit, but then have a customer join from abroad who hasn't set up a UK bank account yet, then you could allow card payments just on their account. You may have long-standing customers or friends that want to pay cash.

Follow these steps to make changes on customers' profiles.

STEP 1 - Go to their payment tab, you'll see what payment methods are currently available and for what purchases (this customer can make payments with GoCardless for all purchase types and Stripe for all purchases apart from recurring Memberships). To make changes click Edit.

STEP 2 - Select the purchase types that you would like your customer to be able to select the additional payment method for. In the case below the customer will be able to select cash as an option when signing up to a recurring membership and buying products from the store.

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