[Archived] - My Account: How to Manage Payment Methods

Keeping your payment methods up-to-date is crucial for a smooth experience with ClickFunnels. This article will help you manage your payment methods effortlessly. If you need to add a new credit card, update your billing details, or remove an outdated payment method, you’re in the right place. Follow these steps to keep your account current and ensure seamless transactions. Let’s get started!

Table of Contents

• Requirements
• Access Your Payment Methods
• Adding a New Payment Method
• How to Delete An Existing Payment Method
• How to Edit An Existing Payment Method
• Additional Information

Requirements

• A ClickFunnels account or product purchase
• A new or existing payment method

Access Your Payment Methods

1. Click the Workspace Settings at the bottom of the left-hand navigation menu to open the Settings of your ClickFunnels account.

2. Select Billing from the sub-menu; this will open a new page leading to your profile from the ClickFunnels Customer Center on a new tab.

3. Scroll down and click the Payment Methods tab.

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Adding a New Payment Method

1. Click the Add new payment method button at the bottom of the Payment Methods tab. You’ll be directed to another page where you can provide the details of the new payment method you’d like to add.

2. Provide the details of the new payment method you’d like to add.

3. Provide the Billing Information associated with the new payment method.

4. Click on the Create payment method button to add the new method.

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How to Delete An Existing Payment Method

1. Click the Delete icon on the far right of the payment method you wish to remove.

2. Click Confirm in the confirmation prompt to permanently remove the payment method.

   You must add a new payment method before removing the existing one. Having “No Payment Method” on file is not allowed.

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How to Edit An Existing Payment Method

1. Click the Edit icon to the right of the payment method you wish to modify. A new window will pop up, allowing you to edit the payment details.

   1. Edit Description as needed. You can update this to better reflect the details or purpose of the payment method.

   2. Update the Expiration Month of your payment method.

   3. Update the Expiration Year of your payment method.

2. Click the Update payment method button to save any changes made to your payment details.

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Additional Information

• How to Change a Subscription Plan
• Changing Subscription Payment Methods Through Self-Service

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