Payment Methods

Use the Payment methods page to manage the credit cards used for subscription renewals, plan upgrades, balance top-ups, and other billable services.


Before You Begin

Note

You can store a maximum of two credit cards per workspace.


Manage Payment Methods

Add a Payment Method

Add a new credit card for subscription and balance payments.

Add a Payment Method
Set as Main Payment Method

Select which saved card is designated as the main payment method.

Set as Main Payment Method
Delete a Payment Method

Remove a saved credit card from your payment methods.

Delete a Payment Method

Add a Payment Method

Follow these steps to add a credit card.

Step 1: Open Payment Methods

  1. In the upper-right corner, select your account name.

  2. Select Billing.

  3. Open the Payment methods tab.

  4. Select Add new credit card.

Add new Credit Card button in payment methods

Fig. 1. Add a new credit card button

Step 2: Enter Card Information

Complete the required card details.

Field

Description

First Name

First name of the cardholder.

Last Name

Last name of the cardholder.

Card Number

Credit card number as printed on the card.

Expiry Date

Card expiration date (MM / YY).

Security Code (CVV)

Card verification value printed on the card.

Credit card details section in Add new Credit Card form

Fig. 2. Credit card details section

Step 3: Enter Card Billing Address

Provide the billing address associated with the credit card.

Field

Description

Mandatory

Address Line 1

Primary street address linked to the card.

Yes

Address Line 2

Additional address information (apartment, suite, etc.).

No

Country

Country of the card billing address.

Yes

State/Province/Region

State, province, or region of the billing address.

No

City

City of the billing address.

Yes

Postal Code

Postal or ZIP code of the billing address.

Yes

Email

Contact email associated with the billing address.

Yes

Phone Number

Contact phone number associated with the billing address.

Yes

Card Billing Address section in Add new Credit Card form

Fig. 3. Card billing address section

Step 4: Add the Card

Click Add Card to save the payment method.

Note

If this is your first card, it is automatically set as the main payment method.

If you already have a main payment method, the newly added card is saved as secondary.

Add new Credit Card form with card details and billing address fields

Fig. 4. Add a new credit card


Set as Main Payment Method

You can designate one saved credit card as your main payment method.

The main card is prioritized when a credit card payment is required.

  1. In Billing → Payment Methods, locate the desired card.

  2. Click the Actions menu.

  3. Select Set as Main.

Note

The previously designated main card is automatically changed to a secondary payment method.

Payment Methods Actions Menu

Fig. 5. Payment methods actions menu


Delete a Payment Method

You can remove a saved credit card if it is no longer needed.

  1. In Billing → Payment Methods, locate the card you want to remove.

  2. Click the Actions menu.

  3. Select Delete.

  4. Confirm the deletion.

Note

If you delete the main payment method and another card exists, the remaining card becomes the main payment method automatically. If no cards remain, no main payment method is designated.

Payment Methods Actions Menu

Fig. 7. Payment methods actions menu