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V3: How to Edit, Add, or Delete a Credit Card on File
V3: How to Edit, Add, or Delete a Credit Card on File

How to Edit, Add or delete a Credit Card on File, or check to see which card is on file

Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Adding, editing, or deleting a credit card is done on your Billing page.

Updating or changing your credit card doesn't necessarily pay your past invoices (invoices that came due while your card was expired or being changed). Best to check.


โ€‹NOTE: ONLY Owners or users that have been given access to the billing page will see the Billing page option to edit. ***You will need permission to see the Billing page. If you do not see it and need to, please be in touch with the owner/admin of your PastorsLine account.***

Want to give Billing access to one of your people?

Use this jump/anchor link to get to the specific section of this general article.


To get to your Billing page

Step 1: Log in.

Step 2: Start on your Dashboard (gold box & 1 in image below).

Step 3: Locate the Credits section (turquoise box in image above). Here is a closeup:

If you have permission to see the Billing page, you will see a purple Billing link in this section. If you do not see it and need to, please be in touch with the owner/admin of your PastorsLine account.

You can also locate the Sitemap section of your Dashboard and click on Billing (turquoise box in image below).

The Billing page will open:


NOW THAT YOU ARE ON YOUR BILLING PAGE...

Step 1

Locate the Payment Information section.

In the section you see the details of how you are paying for your PastorsLine plan. Click on Edit to change the information in your current payment option. Click on Add Card to add another credit card.

When you click on Edit...

the Edit Card box pops up. NOTE: Use the scrolling to see all the content of the box (turquoise box and arrow in image below).

Click Save to confirm your actions or Cancel to go back.

When you click on Add Card...

the Add Card box pops up.

If you toggle on the Set As Default Payment Method button (turquoise box in image above), it will turn purple AND you will see another field: Email address. Complete as desired. Click Save to confirm your actions or Cancel to go back.


***You cannot DELETE a credit card before a NEW payment method has been added. If you need to delete a credit card, follow the directions above for adding a new card. then, make it the new default payment method. After that, you will be able to delete the old payment method by clicking the "trashcan" icon next to it.

Reminder: Toggle on the "Set as Default payment method" box to make this credit card the primary payment method for the account.

To pay an outstanding invoice, click HERE.
To edit the email address your invoices are sent to, click HERE.

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