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Billing

How to Add or Modify Credit Card Payment


    1. Access the Billing Portal: Log in to the billing portal to access the Primary Dashboard.

    2. Navigate to Payment Accounts:

      • Click on "Payment Accounts" (1) to proceed to the page where you can view your existing payment accounts or add a new one.
    3. Adding a Payment Account:

      • Use the "Auto-Fill Information" (2) feature to pre-fill the contact information saved in our system. This saves time if the information matches; otherwise, update it as needed.
    4. Enter Payment Details:

      • Scroll down (3) if necessary, and enter the remaining payment information for the new or updated credit card.
    5. Completion: Once all details are entered, this card will be used for all future invoices.