Keeping your billing information accurate ensures smooth payment processing and proper invoice generation.
Updating Your Credit Card
- Log in to the client portal.
- Navigate to Billing > Payment Methods.
- Click Edit (pencil icon) next to the card you want to update.
- Update the card number, expiration date, or CVV as needed.
- Click Save.
Updating Your Billing Address
- Navigate to Account > My Details.
- Scroll to the Billing Address section.
- Update your street address, city, state/province, postal code, and country.
- Click Save Changes.
Important: Your billing address must match the address on file with your credit card issuer. Mismatched addresses can cause payment failures due to AVS (Address Verification System) checks.
Changing Your Billing Contact
If a different person handles billing for your organization, you can add them as an authorized contact:
- Go to Account > Contacts/Sub-Accounts.
- Click Add New Contact.
- Enter their details and enable Billing permissions.
Tip: Update your payment method before your card expires to avoid AutoPay failures and potential service interruptions.