Payment method updates

Customer-facing

Billing & Payments

Capabilities

Backend execution

Integrations

Stripe

Problem

Customers need to update their credit card, switch to invoice billing, or change the emailthat receives invoices. Agents handle these in Stripe or the billing portal manually. Simple, but itinterrupts their workflow for more complex tasks.

How fullview Solves it

Customer

Requests to update their payment method

Fullview AI

Confirms what needs to change (card on file, billing email, payment type)

Fullview Executes action

Updates the payment method directly in Stripe or sends a secure linkto the billing portal

Fullview AI

Confirms the update and verifies the new method is active

Result

Payment updates handled without agent involvement. Reduces failed payment risk fromexpired cards.

How fullview Solves it

We need to update the credit card on file. The current one is expiring.

I can send you a secure link to update your card directly. Your billing email is finance@acmecorp.com. Should I send it there?

Yes, send it over.

Sent. Once you update the card, it'll apply to all future invoices automatically. Your nextpayment is due February 3rd. Let me know if you need anything else.