How do I update my payment method?

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How do I update my payment method?

Overview

You can update your payment method anytime through your client portal. This ensures your invoices are paid on time and your services remain active without interruption.

Step-by-Step Guide

  1. Log in to your client portal

  2. Go to Billing / Invoices or Account Settings (depending on your layout)

  3. Click Payment Methods

  4. Select Add New Payment Method or Edit Existing Method

  5. Enter your new payment details:

    • Card details (if using card payments)
    • PayPal or other gateway login (if supported)
    • Billing address (if required)

  6. Click Save Changes

Setting a default payment method

If you have more than one payment method added:

  1. Go to Payment Methods
  2. Select your preferred method
  3. Click Set as Default

This will be used automatically for future invoices.

Important Notes

  • Make sure your payment method is valid and has sufficient funds
  • Updating your payment method does not automatically pay past invoices
  • Some payment gateways may require verification before becoming active
  • Changes apply immediately to future billing cycles

Common Issues & Fixes

Payment method not saving

  • Check all required fields are completed
  • Try a different browser or clear cache

Invoice still using old payment method

  • Ensure new method is set as default

Payment failed after update

  • Verify card details or account status with your payment provider

Need Help?

If you’re having trouble updating your payment method or experiencing billing issues, our support team can assist you directly in your client portal account.

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