How to Update Your Payment Information

Securely store your payment information for quick access or enroll in auto-pay and have overdue invoices be a thing of the past.

How to Update Your Payment Information 3.21

1.  Navigate to your user profile by clicking on your initials in the top right-hand corner of the application. 

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2. Select "Billing" from the menu. 

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3.  If you've previously saved your card information, you only need to check the box for "Automatically charge my card for any unpaid fees". 

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4. Otherwise, you'll need to enter your credit card information and select the checkbox for auto pay. 

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If you choose just to Save your information without selecting auto pay,  your card information will be saved next time you sign in to pay a fee. 

 

Questions about updating your payment information?

Contact Support@transactly.com or chat us in the bottom right.