How do I change my credit card information?
Leadfeeder gives you full control of your subscription payment information, allowing you to add cards for payment, update cards, and change primary cards. You don't have to worry about sending in copies or having an account manager do the update, you can do it all! (If you are an admin user of course).
Simply navigate to your settings to make any changes needed.
All of your payment and subscription details are located under your Company details in the Billing menu, you can use this link as a shortcut.
One very common cause for needing to update your payment information is in the case of an expired card. We will use this scenario to walk you through how you can update your card for any reason.
- Check your subscription. If you have multiple subscriptions select the one you need to update from your subscription list. If you only have one that makes it very simple.
When you click edit you will be able to see everything about that subscription, including the payment cards associated with it. In the image below you can see we have an expired card. We need to update that card or add a new one.
2. Click on Payment methods. Here you can add a new card, or edit the card used for the subscription. In this example, we are going to add a new card.
Click Add new credit card and fill in all of the new details. Make sure you save!
3. Head back to your subscription details. You'll see the card you just entered now in the details with a type of 'unused'.
Click the pencil icon next to 'unused', then in the pop-up assign your new card to 'primary' and click Update card type.
4. You will now see your new card as the Primary, and the expired card as unused. You can also use the trash icon to delete any unused and unwanted cards.
Now that you can see how the payment methods are tied to the subscriptions and where all of the information is you can update your card and subscription for any reason!