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Add or Update a Payment Method

Add a credit card or ACH payment method and choose how your subscription invoices are paid.

A valid payment method, either ACH or credit card, is required for recurring subscription billing. To add or manage payment methods select Billing → Payment Methods.

Add a New Payment Method

  1. Select Payment Methods.
  2. Select "Add Payment Method".
  3. Choose Card or ACH and add the billing details.
  4. Select "Save Payment Method".
  5. If invoice groups exist, assign the payment method to the invoice group.

Assign Payment Method to Invoice Group

  1. Select Invoice Groups.
  2. Select the invoice group.
  3. Update the payment method.
  4. Save the invoice group.