User can view or update Payment Methods at any time.
Access Subscription & Licensing from the Administration Menu in the Administration Section.
- Click the three dots on the Account Information section.
- Select View Payment Methods.
- Current Payment Method shows as default.
- Click Add Payment to enter new payment information.
- Then select Add ACH Account or Add Credit Card.
- If you select Add ACH Account, you will be prompted to Plaid, a secure payment processing system where you can select your bank and enter your information.
- If you select Add Credit Card, enter credit card information in window that appears.