Overview
Account Updater is a proactive feature in ClientPay that ensures your firm’s revenue isn't interrupted by expired or replaced credit cards. It automatically bridges the gap between old and new payment data without requiring manual intervention from your staff or your clients.
✨ How It Works
Client payment data changes frequently—usually due to a card expiring or a bank issuing a new card for security reasons. The Account Updater handles this behind the scenes:
Weekly Scans: The system automatically checks saved client payment data for changes or upcoming expiration dates every week.
Automatic Synchronization: If a mismatch is detected, ClientPay retrieves the latest information directly from the client’s bank.
Seamless Updates: The new data is applied to the client's record automatically, preventing declined transactions.
🚀 Key Benefits
Reduce Friction: Eliminates the need to call clients for updated card numbers or expiration dates.
Protect Cash Flow: Minimizes declined payments and maintains consistent revenue from recurring schedules.
Enhanced Security: Information is retrieved securely through banking networks, maintaining high compliance standards.
📋 Current Availability
To ensure data accuracy and security, Account Updater is currently available for specific features within the platform:
Feature | Support Status |
Card Vault | ✅ Supported |
Scheduled Payments | ✅ Supported |
One-Time Charges | ❌ Not Supported |
NOTE: This feature is powered by DesignPay technology and is integrated directly into your ClientPay Help Center dashboard.