Moving your customers' saved cards to a new payment gateway gradually

Your PayMidWare team can move your customers to a new payment gateway gradually, as they pay or add a card, instead of asking everyone at once. Your team starts and runs it. You follow it on the Moving your saved cards page, which opens from the card of the same name on your Dashboard. The page is read-only.

• When it starts. Your default gateway changes to the new one, so everything new is billed there. Your unpaid invoices that have no payment on them move too. Their totals do not change, but a card fee or cash discount can if your dual pricing is different on the two gateways.
• How a customer comes over. When a customer pays an invoice with a new card, approves or changes a scheduled payment, or adds a card from a link, that card is saved on the new gateway. They are offered to move their scheduled payments to it too, ticked by default. A card entered at your till or by your staff counts as coming over but never moves a customer's scheduled payments.
• Reminders. A customer who still has only old saved cards is emailed a link to add a new one, at the days your team chose (30, 14, 7, 3 and 1 days before the deadline unless changed). If you allow texts and the customer agreed to them, they get a text too. A customer who has moved is never reminded. A notice also shows on the pay page and in scheduled payment reminder emails.
• The deadline. If your team switched on enforcement, then after the deadline old saved cards stop being accepted and scheduled payments still using one are paused. Nothing is deleted. When the customer adds a new card, their paused payments start again on it. Your team can extend the deadline or switch enforcement off.
• Who is left. The page shows the share of customers moved, who is still to move, a day by day table and a CSV download. Send add-a-card links now sends the link again to everyone still to move, or Send link to one customer. A customer can be sent one link a day this way, and links go out at a steady pace, so a long list takes a few hours.
• Bank accounts. A customer whose only saved method is a bank account that the new gateway cannot keep is never reminded and never paused.

The page is for your Admin, a user with the merchant settings area, and your provider. You cannot start, change, force or finish the move yourself: ask your PayMidWare team.