Check out our upcoming webinars and client office hours calendar here!

How Can We Help?

Search icon

Search Results

Add and Update Credit Card Information

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

 

Manage Credit Card Information

Add

Navigation: Account Settings > Subscription & Billing > Payment Information > Add Credit Card

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

Update

Navigation: Account Settings > Subscription & Billing > Payment Information > Edit Credit Card

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

Remove

There is no way to remove credit card information in the UI. Please reach out to help@interfolio.com to remove any credit card information.

 
 

 

 

Was this article helpful?
Give feedback about this article