FAQ - How do I update my Credit Card on file?
- This tutorial will cover how to change/update your credit card no file. This card is the one that is being charged for your CRM subscription.
- To start, click on the username dropdown on the upper right corner of the screen.
- Click on Account from the username dropdown options.
- You will be directed to Accounts page. By default you will be landing to the My Accounts tab/page.
- Click on the EDIT button beside your Organization name on the upper left side of the screen.
- In the resulting screen, you can enter the new credit card information - Name of the card holder, card number, expiration date of the card, CVC, and the billing address.
- After filling out the fields, click Save on the lower right of the screen.