How to Update Payment Methods for CustomBooks™ Subscriptions

How to Update Payment Methods for CustomBooks™ Subscriptions


To manage your payment methods for CustomBooks™ subscriptions, follow these steps to either add a new payment method or change an existing one.

How to Add a Payment Method

  1. Log in to the CustomBooks™ Portal/Dashboard.
  2. Go to the CustomBooks™ Billing Portal by clicking the drop-down menu in the top-right corner and selecting Account.
  3. From the Billing Portal Home Page, click Add Payment Method in the My Details section.
  4. Click the Add Payment Method button in the Payment Details section.
  5. Choose Card or Bank Account tab.
    1. for Card, enter your credit card info and address on the form.
    2. for Bank Accounts, Click the button after agreeing that we will charge your account until you cancel your subscription.
    3. Click Agree and Continue.
    4. Connect to your financial institution using the provided instructions, clicking Submit at the end.

Info
This new payment method is not yet applied to your subscriptions unless it is the only payment method in your account of if you have subscriptions without payment methods.  See the section below on Associating a Payment Method with a Subscription.d

How to Change the Payment Method of an Account or Subscription

Change the Payment Method from the Billing Portal

  1. Log in to the CustomBooks™ Portal/Dashboard.
  2. Go to the CustomBooks™ Billing Portal by clicking the drop-down menu in the top-right corner and selecting Account.
  3. Go to Subscriptions and open the account or subscription you wish to update.
  4. Click the More button (represented by a circle with three dots), and select Change Card to update the payment method.

Change the Payment Method through the CustomBooks™ Portal/Dashboard

  1. Log in to the CustomBooks™ Portal/Dashboard.
  2. Find the account you'd like to update in the Client/Company List.
  3. On the far right, click the Update Credit Card button.
  4. Select the registered card and click Update Card to change the payment method.

Warning
NOTE:   If you change the card in this manner, it will replace the card on all subscriptions that used the card you are replacing.   Subscriptions using other cards will continue to use those other cards.

How to Associate a Payment Method with a Subscription




If you have more than one payment method added, you can change which card is used for your subscription.

  1. Log in to the CustomBooks™ Portal/Dashboard.
  2. Go to the CustomBooks™ Billing Portal by clicking the drop-down menu in the top-right corner and selecting Account.
  3. Click Subscriptions from the left hand menu.
  4. Click the subscription for which you would like to change the payment method.
  5. Click the Triple dots in the upper right hand corner and choose Change Card.
  6. Pick the card that should be associated with this subscription.
  7. Click Save.

Marking a Primary Card and a Backup Card


  1. Log in to the CustomBooks™ Portal/Dashboard.
  2. Go to the CustomBooks™ Billing Portal by clicking the drop-down menu in the top-right corner and selecting Account.
  3. On the homepage, find the section marked payment details.
  4. Click the gear icon next to the card you'd like to make the primary card and choose make primary. 
  5. Click the gear icon next to the card you'd like to make the backup and choose make backup.

What Happens when your Credit Card is Declined.


When your credit card is declined when we attempt to charge it for your subscription, you will receive a notification that the payment failed. Our system will automatically retry the charge in three days. If it fails again, we will send you another notification and try a third time in three more days. If it fails a third time, your account will go into a suspended status. If the payment method is not updated within 30 days, your subscription will be canceled.     If there are outstanding charges on your account, we will attempt to collect them or send them to a collections agency.


You may easily stop this process by calling us and making payment arrangements for your past due balance. We understand things happen and we're willing to work with you, but you need to talk to us.​

    • Related Articles

    • Payment Method

      Payment Method in CustomBooks™ A Payment Method refers to the type of transaction or instrument used to settle financial obligations, such as paying a bill, invoice, or receiving payments from customers. It specifies how the payment is made, whether ...

    • The CustomBooks™ Portal

      Overview The CustomBooks™ Portal is the initial screen you see after logging in, serving as the central hub for managing accounts, accessing financial details, and performing various administrative tasks. In the CustomBooks™ Portal, you will find the ...

    • Overview - Welcome to CustomBooks™

      Customizable accounting software for growing your business. Overview CustomBooks™ is a powerful all-in-one cloud-based customizable business software that includes accounting, inventory, order management, Cloud Banking, time and project tracking, and ...

    • Payment Terms in CustomBooks™

      Payment Terms Payment Terms are the agreed-upon conditions between a buyer and seller that specify when a payment for goods or services is due. These terms define the period within which payment must be made, any early payment discounts, and ...

    • Logging in and out of CustomBooks™

      Logging in and out of CustomBooks™ is a straightforward process designed to keep your data secure while providing easy access to your account. Logging in to CustomBooks™ There are two methods of logging in. Method 1: Standard Login involves entering ...