Add a Payment Method

Users with permission to access billing details can add and update payment methods.


To add a payment method

  1. From the Portal sidebar, go to the Billing menu and click Payment Methods.
  2. Click Add.                                                                                                                Screen_Shot_2022-11-02_at_5.12.43_PM.png
  3. Enter the required (*) Name of the payment method owner.                                                        Screen_Shot_2022-11-02_at_4.59.46_PM.png
  4. Enter the optional Address information.                                                                                          Screen_Shot_2022-11-02_at_5.15.40_PM.png
  5. Enter the Credit Card Number, Expiration Date, and CVC Code.                                                  Screen_Shot_2022-11-02_at_5.26.33_PM.png
  6. Check the Save as default billing method if you would like this to be the default billing method. Screen_Shot_2022-11-02_at_5.06.14_PM.png
  7. Click Save.