How To Manage Payment Methods

What this does

This is how you add a new payment method, replace an old one, make one the default, or remove one you no longer need.

Steps

1. Open the Admin App.
2. Go to Billing.
3. In Payment Methods, click Add / Update Payment Method.
4. Complete the secure payment form.
5. Save the new payment method.
6. If needed, click Make Default on the method you want the company to use first.
7. Remove old methods only after you confirm the correct default is in place.

Common mistakes

• removing the current method before another valid one is saved
• adding a new method but forgetting to make it the default

What to do next

If the payment update was made for subscription reasons, return to Subscriptions next.

Related guides

• Admin App: Billing overview
• Admin App: How to change or cancel a subscription