---
title: "How to Update Payment Details"
canonical: "https://bizcore.refined.site/space/BCKB/1953693697/How%20to%20Update%20Payment%20Details"
format: markdown
---
> Macro (toc)

# **Overview**

Updating or changing the Payment Source details in an existing Agreement is a simple process users can initiate directly from within the relevant customer’s Payment Agreement record. Users can add and remove payment sources, as well as request updated direct debit authority all from a single screen, with any alterations being reflected immediately after customer authorisation.

> ℹ️ To learn more about the difference between the authorised status of a record and the authorisation of a payment source, consult [Types of Payment Agreement Authorisations](https://bizcore.refined.site/space/BCKB/2009366547).

---

# **Update Payment Details**

Navigate to the customer's Payment Agreement record to begin the process of updating their payment details.

> ℹ️ Refer to [How to Access a Payment Agreement](https://bizcore.refined.site/space/BCKB/1953333301/How+to+Access+a+Payment+Agreement)** **for help locating an agreement.

## **Step 1 - Adding New Payment Details**

- Click on the Sources widget to display the customer's current payment details, then click on the **Plus **:plus: icon to begin adding a new method of payment:

![image](media://79e6b447-d73a-46bc-b3c8-652fa6f0e3d7)

- From the dropdown box users can select either Bank Account or Card as the new Source Type:
  - Selecting Bank Account will require the user to enter the details of the account, as well as the customer's contact information.
  - Alternatively, choosing Card will simply require the user to enter the customer's contact information.

![image](media://d4649104-5002-48d0-a068-eec02d7a83e7)

- Once the appropriate fields have been completed, for either a Bank Account or Card, users click the **Update **:check_mark: icon:

![image](media://3268d89b-cf54-42d6-a92c-9d06f4cee963)

This will add the new payment method to the sources widget, however the source must be authorised by the customer before Biz Core can use it as the payment method for the agreement, the [process is explained in-depth here](https://bizcore.refined.site/space/BCKB/2009366547#2---Agreement-Source-Authorisation), however a summary is provided in **Step 4 - Authorising New Payment Source**.

## **Step 2 - Change Default Payment Method**

After adding a new method of payment it is important that the user sets it as the default source to ensure any future transactions are debited from it:

- Within the Sources widget, users can locate the new payment source they have created and click the **Set as Default **⭐ icon:

![image](media://0aa32058-adfb-45f3-8a38-15b77273f305)

- The system will push a success message, confirming the payment method is now the default source:

![image](media://7950933c-0469-41e9-b57b-267a7da05ae1)

## **Step 3 - Authorising New Payment Source**

After adding the new payment details during **Step 1**, depending on the source type the customer will be required to follow the authorisation process:

- **Bank Account**: After adding a bank account as a new payment source the customer will receive an email and SMS with a link to affix an E-Signature onto the Direct Debit Authorisation forms, once completed the source will be authorised for Biz Core to use.
- **Card**: After selecting card and providing the customer’s contact details they will receive an SMS and email link to a secure payment gateway to provide their card details. Once completed the card will be ready to use for the agreement.

> ℹ️ Card payment integration is required. To enable this feature, please contact [support@bizcore.com.au](mailto:support@bizcore.com.au)

Once the customer has completed the process to authorise their bank account, or provided their card details the new payment source will display an Authorised Date:

![image](media://0228a207-d647-4a1b-becc-dedece492fe5)

> ℹ️ For more information check the [How to Get a New Form Signed](https://bizcore.refined.site/space/BCKB/1953693733/How+to+Get+a+New+DDR+Service+Agreement+Form+Signed) guide, or to understand the difference between source authorisations and payment agreement status authorisations consult [Types of Payment Agreement Authorisations](https://bizcore.refined.site/space/BCKB/2009366547).

> ✅ Users have now successfully completed the process of Updating the Payment Details, all payments will now debit from the updated source.