How to Update Payment Methods for CustomBooks™ Subscriptions

How to Update Payment Methods for CustomBooks™ Subscriptions

If you need to update the credit card use to pay for your CustomBooks™ account, follow these steps:
  1. Log in to CustomBooks™ Portal/Dashboard.
  2. Find the account you'd like to update in the Client/Company List. On the far right, click the 'Update Credit Card' button.
  3. Fill out and enter your new credit card information and Submit.




Alternatively, you may
  1. Log in to CustomBooks™ Portal/Dashboard.
  2. Go to the CustomBooks™ Billing Portal. Click the drop-down menu in the top right corner and then select Account.
  3. Click View More next to the My Details Section.
  4. Click the pencil next to the card you'd like to edit.
  5. Enter the new credit card information and click Submit.








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