No announcement yet.

Updating Credit Cards and Bank Accounts

  • Filter
  • Time
  • Show
Clear All
new posts

  • Updating Credit Cards and Bank Accounts

    Periodically you need to update credit cards and bank accounts. When you do follow these steps and clicks: 1) login, 2) select My Profile, 3) Select Linked Accounts and 4) ADD Account. When you are done, delete/remove the old account. If the system won't let you remove the old account, the NEW account may not yet be Globally assigned to your contracts. You can assign them to your contracts by selecting the Upload button and following the Global Assign step. If you want to connect the card to a subscription, you'll need to do that by going to the Accounts tab, and assigning the new account in the Subscription Box on the left. Select Change Account and assign the new card.
    Attached Files