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Updating billing information
Meghan Johnson avatar
Written by Meghan Johnson
Updated over 2 years ago

Account admins can change the organization's billing method and Membership plan.

Before a credit card is updated or changed, there must be a 'default' credit card on the account.

Adding a credit card:

  1. Navigate to the Admin Dashboard

  2. Select Billing on the sidebar menu

  3. In the Payment Info box, select +Add Card

  4. Enter credit card information

  5. Select Save.


Updating credit card information:

Before you can update credit card number, a credit card must be selected as a default payment method.

  1. Select the Edit icon in the 'Payment Info' box

  2. Enter new card information

  3. Select ‘Save’.

  4. Select ‘Make Default’ beside your new payment method to choose one card as a default credit card (optional).

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