How To Update Payment Information

Last Updated By Michael Croteau

Updated at April 23rd, 2021

  • Click “Options”
  • Click “Manage Subscription” 
  • Scroll to “Payment Method Information”
  • Click “edit” 
  • Input new card info
  • Click “Update”

Overview

In this article, we’ll discuss how to update your Clear Estimates subscription payment method!

Clear Estimates allows you to update your payment information, or add back up credit cards / payment methods, from right in the software.

Select Options > Manage Subscription. Then, find the Payment Method Information section, and select “Edit“. Input your new card info, and select “Update“.

To add a backup payment method, select “Add” at the top right of the Payment Method Information window.
Input your backup card info, and select “Update“.

To change your backup payment method to your primary payment method, select “Manage” beneath your backup payment card info.

 

How To

To update your payment method, head to your Options tool in the upper right corner of your screen, and select “Manage Subscription”:

Now you have opened your Customer Portal. Find the “Payment Method Information” section, then select “Edit”:


Next, In the Payment Method Information window, add your updated credit card number, expiration date and billing address info:

Then, select “Update.” 

Backup Payment Method

You can also add an additional payment method to your subscription. This is helpful if you want a secondary payment method available as a backup. 

From the Customer Portal, select “Add” in the Payment Method Information window:

Fill in your secondary payment information, the same as before. Then, select “Update”:

You will now see your additional payment information displayed below your primary method: 

To change your backup payment method to “Primary”, select “Manage” and choose “Mark as Primary” in the dropdown. This is also where you can remove or edit your backup payment method:

And that’s it!




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