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How to Switch Default Automatic Payment Methods

How to Switch Default Automatic Payment Methods

Last Modified: October 29, 2024
(Rev. v3.0)
by Ryan T. M. Reiffenberger

This guide will walk you through how to update your default payment method for our automated billing.

  1. Log into the Client Portal
  2. Go to Billing > Payment Methods

    A screenshot of the navigation menu in our billing portal with the payment methods option selected.
    A screenshot of the navigation menu in our billing portal.
  3. Find the method that you want to set as your default, and click Set as default

    A screenshot of the payment methods list.
    A screenshot of the payment methods list.

     

Article Overview

This guide will walk you through how to update your default payment method for our automated billing.

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