Knowledgebase

Adding and managing saved payment methods

A saved card or bank account settles invoices on their due date and saves typing at checkout. The details are stored by the payment gateway, not by us.

Add a payment method

  1. Open Billing › Payment Methods.
  2. Choose Add New Credit Card or Add New Bank Account.
  3. Enter the details in the gateway's form and give the method a name you will recognise.
  4. Tick Set as default if this is the one to use automatically.

Change the default

Every method has a Set as default action. Only the default is charged automatically; the others are offered as a choice when you pay by hand.

Remove a method

Use Delete on the method. A method attached to an active subscription cannot be removed until another default is set.

Cards that expire

We email you before a saved card expires. Add the replacement card first, set it as default, then delete the old one.

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