Update Payment Method

Here's how to "Update Payment Method" in the Client Portal

  1. First, log into your account
  2. Click on "Hello {Customer}" in the top menu bar
  3. Choose "Edit Account Details" (Figure 1)
  4. This will place you in the "My Details" landing page.
  5. In the middle of the page, find the Payment Method Drop down (Figure 2)
  6. Make the appropriate selection and then scroll to the bottom of the page and click "Save"


Figure 1

Figure 2

Payment Method dropdown

  • 0 Users Found This Useful
Was this answer helpful?

Related Articles

Update Credit Card

Here's how to update your credit card in your Client Portal: First, log into your account...

Add Funds to Account

**Funds deposited will NOT automatically apply to any outstanding balance. In order to apply a...

Pay a Due Invoice

Choose one of the options to get to an invoice:   Option 1:   Option 2:     Option 3:...

Add A Contact

From the Client Portal Home page, click on +New Contact     Enter First Name, Last Name,...