Updating Payment Information

How to update your credit card in Crelate

Ian Remington avatar
Written by Ian Remington
Updated over a week ago

To begin, navigate to Settings | Manage Licenses. From that screen you may review your active licenses and subscriptions. You may additionally purchase subscription related items below and access your Billing Portal by selecting Open Billing Portal.

In the Payment Method area you may review any credit card information on file. This will allow you to add an additional payment method or remove/edit and existing payment method.

From there, you'll have two options

Credit Card

You may edit or add credit card information. On this page you can type in your new credit card number, security code, and expiration date.

Please be sure that the zip code listed under Billing Address matches the billing zip for your credit card. If the zip code doesn't match, we will not know until a charge is attempted.

When finished click on "Add" at the bottom.

ACH

For Direct Deposit/ACH, select the option for Direct Debit.

After agreeing to terms by selecting Set up ACH, you may directly connect your bank by logging in via your bank credentials.

What's Next?

Need a full guide to your billing portal? Or, looking specifically for information on downloading your invoices? We have you covered below!

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