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How Do I Change My Payment Information?
How Do I Change My Payment Information?

If you need to update a credit card, change a primary payment source, or add a new credit card, this article will help you.

Tamar Keenan avatar
Written by Tamar Keenan
Updated over a week ago

Dealfront gives you full control of your subscription payment information, allowing you to add cards for payment, update cards, update your billing address and change primary cards. You don't have to worry about sending in copies or having an account manager do the card update, you can do it all yourself!

Please Note: Only users with payment methods access rights can change payment information.

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 on how you can add a new credit card.

STEP 1: Navigate to your User Settings. All of your payment and subscription details are located under your Company details in the Billing menu.

STEP 2: If you have multiple subscriptions, select the one you need to update from your subscription list. If you only have one subscription you will not see this choice.

STEP 3: Go to Payment methods and click Add new credit card. Fill in all of the new details, and choose the subscription(s) you want to use this new card for. Make sure you save!

STEP 4: Your new card is now the primary card for the selected subscription(s), and your old card can be deleted using the trash icon on the Payment methods page.

Now that you can see how the payment methods are connected to the subscriptions and where all of the information can be found, you can update your card and subscription at anytime.

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Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at support@dealfront.com.

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