📝 Overview
If you need to update your subscription—such as adding additional users—you can do so from the Subscriptions tab in your Settings. This article will walk you through the steps to manage your subscription. It will also explain how to update the credit card on file, which is used for your subscription payments.
💡If you’ve recently signed up, received a notice that your card was declined, or need to add a new business card, follow the steps below to update your payment method.
💳 How to Add or Delete a Payment Method
A new credit card can easily be added to your account for processing of your subscription payment. Start in the Settings and follow the steps below.
Click on the Subscriptions tab
Click Add New on the top right, fill out the New Payment Card form and select Save
💡 The card marked as Primary will be used for your subscription billing. You can have multiple cards on file, but only the Primary card will be charged. If you need to use a different card for your subscription, click Make Primary next to that card in your list of payment methods.
Deleting a Payment Method
Once a new card has been updated and set as the primary, you will be able to select Delete next to the card within the payment method list.
⚠️ There must be two payment methods on file for a card to be deleted. If there is only one card, you will need to add the new one first, and then delete the previous primary card.
👉 How to Manage your Subscription
Our subscription options are based on the amount of users you have. To edit your subscription, click the Subscription tab in Settings, and select View Subscriptions from the dropdown.
Click Edit Subscription on the top right. This will bring up edit subscription form, where you can choose your new subscription from the dropdown. Click Save when done.
💡 If you recently signed up or your account has been locked by the paywall, select and confirm the number of users for your subscription, complete the form provided, and submit your payment details. Your card will automatically be set as the primary payment method on your account. Then, click Get Started!
Invoices
Within the subscriptions, there is an option for Invoices. This will list your monthly invoices that can be viewed or dowloaded.
You can filter from the top right, and choose from view or download next to the invoice. There are checkboxes next to each invoice, which allows for multi-selection of invoices for downloading.
Transactions History
Within the subscriptions, there is an option for Transaction History. This will list your monthly in transactions / charges. This will include your subscription and any add-ons that are enabled, such as SMS or Daisy Voice for example.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
How do I update my subscription?
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Click the arrow to see the answer
Go to Settings > Subscriptions, then select View Subscriptions. Click Edit Subscription to change your plan based on your number of users, and select Save when finished.
How do I add or update a credit card on file?
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Click the arrow to see the answer
Navigate to Settings > Subscriptions and click Add New to enter a new payment method. Once added, you can select Make Primary to choose which card will be used for subscription billing.
Can I delete a credit card from my account?
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Click the arrow to see the answer
Yes, but you must have at least two payment methods on file before deleting one. Add and set a new card as Primary first, then click Delete next to the old card.
Where can I view my invoices and transaction history?
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Click the arrow to see the answer
Under Settings > Subscriptions, select Invoices to view or download monthly invoices. Choose Transaction History to see a record of subscription charges and any add-ons, such as SMS or Daisy Voice.