Payment methods

A customer may have one or more payment methods for processing payments.

All customers in Upodi without a payment method are billed by manual payment (basic invoice). This is the system default approach. Customers may have multiple payment methods. Whether these are card based payment methods using VISA or Mastercard or offline payments such as FI, GLN, EAN or SEPA - Upodi will handle the payment accordingly.

A payment method is directly connected with a given payment provider. Read more on payment here. You need to set up your payment provider before adding payment methods.

The default payment method

The default payment method determines which payment method to use for given automated actions. A customer can only have one default payment method.

Adding a new payment method

You can add a new payment method to a customer via Simply sign in, find the desired Customer and select Add new Payment method. Available payment methods are subject to which payment providers you have completed in your setup.

You can also use the API:

curl --request POST \
     --url \
     --header 'X-version: {version}' \
     --header 'accept: application/json' \
     --header 'content-type: application/json' \
     --data '
  "Gateway": "stripe",
  "Source": "cRF3ettaataw5232",
  "CustomerID": "guid",
  "MakeDefault": true
var paymentMethodResponse = upodi.PaymentMethods.Create(new CreatePaymentMethodRequest("stripe",
                "a/hB4xdxvhzDAMryUwcSz62ebp8=", customer.ID, makeDefault: true));

Overriding the payment method on subscriptions

A subscription may alter the default payment method. This is done by selecting the customer's desired payment method on a given subscription, which will alter the default upon billing for that specific subscription.