How to manage payment methods

The Payment methods tab is where you keep the card your organisation is billed on up to date. This guide shows you how to add or replace a card and set the default.

Before you start

• The Subscription area is in Admin, for Org Admins and billing contacts.

Add or replace a card

Open Admin, then Subscription, and select the Payment methods tab. Any cards on file are listed. Select Add card (or Add / replace card if you already have one) and enter the card details in the form that opens.

Your bank may ask you to confirm the card for security. Once it's confirmed, the new card is saved and set as the default.

Set the default card

If you have more than one card, select Set default next to the one you want future charges to use.

Done

Your billing card is up to date, which keeps your subscription active.

Good to know

• A newly added card is promoted to default automatically, so charges move to it straight away.
• If your organisation is billed by invoice rather than by card, this tab tells you so and there's no card to manage.
• Keeping a valid card on file is what clears a Card expired or Past due status on the Plan tab.

Common questions

My bank asked me to confirm the card. Is that normal? Yes, that's a standard security check. Approve it and the card saves.

We're billed by invoice, not card. What do I do here? Nothing. The tab will tell you that your organisation is billed by invoice, so there is no card to manage.