Switching Payment Methods

changing a customer’s payment method amberflo allows you to schedule a payment method change for your customers this is useful when moving between providers like stripe and aws marketplace due to internal policy or customer requirements changing the payment method is done by scheduling a switch this ensures billing consistency and avoids mid period disruptions key concepts scheduled only you can only switch payment methods at the start of a billing period mid cycle changes are not supported supported providers currently supports stripe and aws marketplace forward looking switches are scheduled in advance and will apply to all invoices from that scheduled billing period onward when to use you might need to switch payment methods to consolidate billing under a specific provider to align with procurement or finance policies to support usage based billing via aws marketplace how it works the flow consists of three simple steps step 1 schedule a switch use the api to define the source payment method (e g , stripe) the target payment method (e g , aws marketplace) the timestamp for when the change should take effect (must be the beginning of a billing period in the future) note the switch does not retroactively apply to past invoices it will only apply to future billing periods step 2 confirm required ids each payment method has a unique paymentid that you must reference to find these ids, call the /payments/billing settings/list endpoint this will return the list of available payment methods for your account save the appropriate id from the response and use it as the source; paymentid and targetpaymentid you will also need the targetcustomeridentifier, which is the customer id as recognized by the target payment provider step 3 monitor or cancel as needed you can see scheduled switches cancel a scheduled switch limitations you must configure both payment providers (stripe and aws marketplace) in your amberflo account you cannot change payment methods mid billing period due to how different processors calculate and emit invoices for example stripe invoices at the end of the billing period in one transaction aws marketplace invoices incrementally, usually hourly final notes after scheduling a payment method change you should update the customer’s traits in your system to reflect the change