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.

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: When updating a payment method from the CustomBooks™ Portal/Dashboard, do not use the 'Add New Card' button, as it will apply the new card to all subscriptions. Go to the Billing Portal to add a new card.

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 Payment Details section.
  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.