My Account: How to Manage Payment Methods

This article provides instructions on how to add, remove, and modify your saved payment methods. Payment methods refer to the debit/credit card through which your purchases can be charged. This process applies to those who have a ClickFunnels 2.0 subscription, where ClickFunnels serves as the vendor, as well as to customers of other vendors who are using the ClickFunnels 2.0 platform for their sales.

Requirements: 

• An account registered with the vendor
• A new or existing payment method

Table of Contents:

• Access Your Payment Methods
• Adding a New Payment Method
• Removing an Existing Payment Method
• Editing an Existing Payment Method

Access Your Payment Methods:

1. All of your account settings and information can be found in the vendor’s Customer Center.
   • If you are a ClickFunnels customer, you can access our Customer Center from your Workspace by going to “Settings” -> “Billing”.
     
     
     
   • Otherwise, you must contact the vendor of the subscription product to get the URL of their Customer Center and log in with a magic link or email and password.
     
     
     
2. Click “My Account” from the left menu.
   
   
   
3. Select the “Payment Methods” tab in the middle of the screen.
   

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Adding a New Payment Method:

1. Click on the “Add New Payment Method” button.
   
   
   
2. Add all your card information in the Payment Method section, including description, card number, expiration date, and CVV.
   
3. Please complete the Billing Information section. This section refers to the billing information associated with the new payment method.
   
   
   
4. A success banner will show on the top-right of the page that confirms the new payment method has been added.
   

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Removing an Existing Payment Method:

1. Click the trash bin icon across the payment method you want to delete.
   
   
   
2. Click the “Proceed” button in the pop-up banner to confirm deleting the payment method.
   

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Editing an Existing Payment Method:

1. Select the gear icon across the payment method you want to edit.
   
   
   
2. Edit the Description and Expiration Date, then click the “Update Payment Method” button to save the changes.
   

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Related Articles:

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

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