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Add and Update Credit Card Information

This article will review how to add and update credit card information in Dossier.

 

Add/Update Credit Card Information

Navigation: Account Settings > Subscription & Billing > Payment Information

  1. Click Account Settings from the dropdown in the upper right-hand corner.
     dropdown menu with Account Settings selected under Account Options
  2. Click Subscription & Billing on the left-hand navigation bar.
    Subscription and Billing selected on the toolbar
  3. Select the tabs below to view more information on adding and updating credit card information.

Add credit card information

  1. Click the Add Credit Card button adjacent to the Payment Information section.
    Payment Information section with Add Credit Card button selected next to it
  2. Enter credit card information.
  3. Click Save when finished.
 
 

Edit credit card information

  1. Click the Edit Credit Card button adjacent to the Payment Information section.
  2. Make desired changes to credit card information.
  3. Click Save when finished.