Knowledgebase: How-To
Update Your Credit Card Info
Posted by - NA - on 15 October 2007 09:04 PM

We have recently made changes to our system which now allows you to update your credit card on file instead of adding a credit to your account. To view or update your credit card on file:

  1. Log into the Customer Area:

  2. Click on the "Hello, [Name]!" drop-down menu at the top right of the Customer Area 

  3. Click on "Manage Credit Card" in the dropdown menu

  4. Add or edit your credit card information and click Save Changes 

Set Up Recurring Billing

In order to set your billing to be recurring, you will have to choose that option during the checkout process the next time you make a payment. To find your most recent invoice:

  1. Log in to the Customer Area:

  2. Click My Invoices and then click the invoice number to the left of the invoice you need to pay 

  3. Choose a payment method from the drop-down menu beneath the Invoiced to: address on the left-hand side
    Note: In your case, since you want recurring billing, you would select 'Credit Card - Recurring'. 

  4. Continue through the payment process and complete payment

Your payment info will be saved so that when your next invoice is due, your card will be charged.

 aso_-_update_cc_2.png (148.60 KB)
 aso_-_update_cc_1.png (144.08 KB)
 aso_-_update_cc_3.png (139.27 KB)
 aso_-_invoice.png (137.89 KB)
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Comments (3)
James Hamill
21 June 2012 03:40 PM
My new card has just arrived and it would be nice if I could be proactive and change the details now, rather than waiting for the next invoice to come up and having a specific window of opportunity to then enter my new details before being told my payment is overdue.
Joe Springsteen
16 July 2012 10:02 PM
Why do I have to wait for an invoice to be generated in order to update my CC info? Not impressed...
Jessica S. - Billing Ninja
26 July 2012 04:52 PM
Basically you have to wait because in a recent upgrade our billing software provider removed the "update card" feature from the client portal and made it so a payment had to be made in order to store new details. It's not something we're too crazy about either. Just recently (as in today actually!) we added a button in your client portal under where it says your client details on the main splash page that says "add funds." You can effectively add a new card just by making a payment that way before your next invoice is generated. Or you can just email us at [email protected] and we can generate your next invoice in advance too. The important thing to stress with both ways of setting it up without a normally recurring invoice is that you want to make sure to use the "credit card recurring" option when you check out even if the invoice is a one time deal. If you ever use the credit card - on time option it will clear all your credit card details from the billing portal so just an fyi on that. Sorry for any confusion or trouble. Please drop us a line via email or chats any time if you have any questions, thanks.
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