Documentation Index

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Updating and adding credit cards in the Customer Portal

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Before you start

How do customers add a credit card?

Subscribers can add a new credit card from the billing section of their Customer Portal account.

  1. Log in to the Customer Portal and click Edit beside the billing section.

  2. Select Add new payment method.

  3. Enter the new credit card details and click Next.

  4. Add the billing address and click Add card.

Billing section of the Customer Portal with the Edit link highlighted

The billing section in the Customer Portal, with the Edit link the subscriber selects first.

How do customers update a credit card?

Subscribers can update the details on an existing credit card from the billing section of their Customer Portal account.

  1. Log in to the Customer Portal and click Edit beside the billing section.

  2. Click Edit under the credit card you want to update.

  3. Make the necessary changes and click Save changes.

Edit option under an existing credit card in the Customer Portal

Selecting Edit under the card the subscriber wants to update.

How do customers change their default payment method?

Subscribers can change which saved card bills by default from the billing section of their Customer Portal account.

  1. Click Edit beside the billing section.

  2. Select the payment method you'd like to set as default, then click Set as primary payment method.

Set as primary payment method option in the Customer Portal

Selecting a saved card and clicking Set as primary payment method.