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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.


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How to Edit a Credit Card on File or Add a New One

Step 1: Log in to PastorsLine.

NOTE: ONLY Owners or users that have been given access to the billing page will see the Billing page option to edit. 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.

Step 2: Get to your Billing page:

***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.***

Option 1: From your thumbnail

1A: Via the Billing link

1B: Via Settings

Step 1: Click on your thumbnail (turquoise #1 in image above).

Step 2: If you have permission to work with the billing page, you will see a Billing link under your credits (gold box & #2 in image above). Click on it.

To work with the Billing page, here are your next steps.

Step 1: Click on your thumbnail (turquoise #1 in image above).

Step 2: Click on Settings (gold box & #2 in image above).

The Setting options will open.

Step 3: Click on Admin Settings.

Step 4: If you have permission to work with the Billing page, you will see it as one of your options (turquoise box in image above). Click on it. If not, you won't.

To work with the Billing page, here are your next steps.

Option 2: From the 3-dot More Menus

Step 1: Click on More Menus (3-dots & turquoise 1 in image to the left).

Step 2: Click on Settings (gold box & #2 in image to the left).

The Settings options will open.

Step 3: Click on Admin Settings.

Step 4: If you have permission to work with the Billing page, you will see it as one of your options (turquoise box in image above). Click on it. If not, you won't.

To work with the Billing page, here are your next steps.


NOW THAT YOU ARE ON YOUR BILLING PAGE...

You will see different options - choose "Edit Card" (brown box below).

Option 1: To add a new card to keep on file, click "add new" 

Add the required information and toggle on "set as default" to save this new card as your default (auto charge) card, or leave toggled off if you are not changing the default card, and click "save".

Option 2: To edit the card already on file, click the pencil icon to "edit" the card, or the trash can icon to delete the card. 

Make the necessary changes to the card, and click "save".

***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 option 1, How to add a credit card, and make it the new default payment method. Then 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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