Updating Credit Card

For Administrators:

To update your client's credit card information:

1. Click on your "Invoices" tab.
2. Click on your white "List of Recurring" tab.
3. Click on your blue "edit" link next to the recurring invoice you which to update.
4. Update the credit card information in the blue box at the centre of the screen.
5. Click on your Save button at the bottom of your screen.

For Clients:

To update his/her own credit card information:

1. Click on the white "Profile" link on the top corner of the screen.
2. Update the credit card information in the fields at the bottom of the screen.
3. Click on the Save button at the bottom of the screen.

Are we missing anything in our help manual? If so, please let us know by contacting us here.

You may also find additional help by visiting our support forum.