Update Payment Method (Card Expired / New Card / Auto-Pay)

What this covers: How clients can update billing info quickly.

Steps

1. Open the client portal (or the most recent invoice email).

2. Go to Billing / Payment Methods.

3. Click Add New Payment Method (or Update Card).

4. Enter the new card details and billing zip code.

5. Set it as Default (if there’s a toggle).

6. If you use auto-pay:

   • Enable Auto-Pay (or confirm it’s still enabled after updating the card).

7. Run a quick check:

   • Confirm the next invoice will charge the new default method.