Component: Saved Payment Methods

Overview

The Saved Payment Methods component allows customers to view, manage, and delete their saved payment methods within a self service Finance Portal. This reduces reliance on sales or support staff and helps businesses avoid lost revenue by allowing multiple methods to be stored and a fallback method used if the default fails.

This component belongs to the Self service / Manage my account section.

Features

  • View: Customers can see a list of all saved payment methods (card, ACH, BACS, SEPA, PayPal, Apple Pay, Google Pay).

  • Default Method:

    • Default payment method is always shown first.

    • Users can set another method as default.

    • Attempts to delete a default method are blocked until another default is selected.

  • Expiry Handling:

    • If expiry > 3 months away → “Expires [date]”

    • If expiry ≤ 3 months → “Expires soon [date]”

    • If expired → “Expired [date]”

  • Add New Method: Button redirects users to an add payment method screen (link configurable).

  • Delete Method:

    • Warning shown if user tries to delete a default method.

    • Confirmation modal for non default deletions.

    • Customisable confirmation, confirm, and cancel texts.

  • Empty State: Configurable message when no payment methods are stored.

Props

Prop
Type
Default
Behaviour

Add payment method label

String

Add payment method

Text on button to redirect to add page

Add payment method URL

String

/add-payment-method

Redirect link

Default payment method label

String

Default

Text when card is default

Set default button label

String

Set as default

Button to set as default

Expiry date label

String

Expires expiryDate

Text when expiry is far in future

Expires soon label

String

Expires expiryDate

Text when ≤ 3 months away

Expired label

String

Expired expiryDate

Text when card is expired

No payment method warning

String

You currently have no saved payment methods. Add a new payment method to continue access uninterrupted.

Empty state message

Warning if user tries to delete default

String

You cannot remove this payment method since it is your default...

Warning if delete attempted on default

Confirmation text for delete

String

Delete saved payment method ending in last4?

Modal confirmation

Confirm delete button

String

Yes

Confirm delete label

Cancel delete button

String

No

Cancel delete label

Functional Notes

  • Fully responsive (desktop and mobile).

  • Integrates with Zuora for default payment method synchronisation.

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