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How to Edit Payment Info

How to update your credit card and payment details for GreaseBook using FreshBooks

Marlee Rose avatar
Written by Marlee Rose
Updated over a week ago

GreaseBook uses a third-party payment processing tool known as FreshBooks.

That said, we're not able to update or directly take any client credit card information from our clients. 🀐

If you need help with billing address changes or questions on your account contact us directly at: marlee@greasebook.com

Editing your payment information via FreshBooks is a snap!

Simply follow along...

Save Your Payment Information

  1. Open the Invoice from the email that was sent to you and click on the View Invoice button

    Email with view invoice button.
  2. Under the Recurring Payment section, leave the toggle enabled on if you want to automatically have all future recurring Invoices paid automatically


    ​

    Toggle to pay future invoices automatically above credit card form.
  3. Depending on what options are available on the Invoice, you can choose to either opt in with a Credit Card, a Bank Transfer (ACH) account, or with a PayPal account

  4. Enter the payment details as needed

  5. For Credit Cards or Bank Transfers (ACH), check off the box next to Save this credit card or Save this bank account to save your payment details for re-use on any future Invoices
    ​

    Checkbox next to save this credit card.
  6. Click on the Pay $xx.xx button

  7. A confirmation page will appear and the payment will start processing.

Update Your Payment Information

  1. Open any Invoice that you received in the past from your email, or log into your Client account if you've been saving your Invoices in FreshBooks

  2. On the Invoice that is automatically billing you - any saved payment information will appear here (or you can click on Manage Payments)

  3. Click on the Update Credit Card or Update Bank Account link

    Update credit card link on saved card.

4. Re-enter your new payment information and click on Save Card or Authorize Account

5. Your new details will be saved for future Recurring Payments

For more help you can access FreshBooks Support by clicking here!


​Final Notes:

Need help with billing address changes or questions on your account? Contact us directly at: marlee@greasebook.com

Please remember, we also accept check payments to the following address:
​
GreaseBook, LLC
GreaseBook Payment Processing
3824 Cedar Springs Rd #801-2328
Dallas TX 75219

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