To avoid disrupting your subscription, your billing information will need to be updated accordingly.
Updating your payment method promptly also helps in retaining any discounts associated with your subscription, ensuring no disruptions or unexpected changes in billing.
How to Update Your Payment Method
Step 1: Log into your Agent/Agency dashboard, then select your Account in the bottom left-hand corner and select Switch Account then Billing & Subscription
Ensure that you log into the correct account to retain any subscription discounts that may be tied to that specific account.
Step 2: Click on Billing then +Add Payment Method
Step 3: Select your preferred payment method of Card or Direct Debit, fill in the required details and tick Set as default and click Add Payment Method once done.
Direct Debit Customers, please note:
For AU - add your BSB and account number
For US - You must first select your bank (some will display by default or you can search for your bank) and then follow the prompts to connect your account immediately. A postcode is also required in the US for tax purposes.
Your new details will be added alongside any other payment methods you already have, and will be ready for your next payment!
Additional Tips
Always double-check the updated payment method details to avoid transaction failures.
Keep your payment information up-to-date ahead of the subscription renewal date.
For security, ensure only authorized users can edit billing details in your account.