How to Add or Remove a Payment Method
Last Modified: October 29, 2024
(Rev. v4.0)
by Ryan T. M. Reiffenberger
This guide will teach you how to update your payment methods in our billing portal.
- Log into the Client Portal
- Go to Billing > Payment Methods
A screenshot of the navigation menu in our billing portal with the payment methods option selected.
Add a New Method
- Click on Add New Credit Card
A screenshot of the ‘Add New Credit Card’ button in the Payment Methods screen. - Enter in a description, and the card information. Be sure to choose a billing address.
A screenshot of the add a payment method screen. - Click Save Changes.
Delete a Method
- Find the payment method that you want to remove, and click Delete
A screenshot of the payment methods list.