How Do I Change My Billing Information?

Step 1: Navigate to the “Clients” tab in the main navigation

Step 2: Click on the Company

Step 3: In the General Info tab, scroll to the bottom of the page and click on “Update Payment Info” underneath the “Billing Information” section

Step 4: A pop-up will appear that says, “please do not click back or refresh the page”. Once you click “OK”, you will be redirected to a Stripe checkout page where the changes to your credit card can be changed. There may potentially be another pop-up appears that will request you to verify your identity with 2 factor authentication to your phone. Click the “Save Card” button when done.