Overview of Payment Updates
Only the Account Owner has the authority to update payment details in BoardPro. Payment updates are managed through the secure Billing Portal, accessible via your account settings. If you encounter any issues, such as a missing Billing tab or technical difficulties, alternative solutions are available.
Steps for Updating Payment Details
Log in to Your BoardPro Account - Ensure you are logged in as the Account Owner.
Access the Billing Portal - Navigate to the billing or subscription settings in your account. - Open the Billing Portal from the settings page.
Update Your Payment Method - Follow the prompts to enter your new credit card details. - Save the changes to ensure the new payment method is applied.
Troubleshooting Common Issues
Missing Billing Tab: If you do not see a Billing option in your account, your organization may not yet be on the new billing portal. In this case, request a direct billing portal link from BoardPro support and follow the prompts to update your payment method.
Popup Blockers: If clicking 'Update Card' does not open the update window, disable your browser's popup blocker and try again.
Expired Links: If your billing portal link has expired, request a new one from BoardPro support.
Account Owner Responsibilities
Only the Account Owner can update payment details. If you are not the Account Owner, contact them to make the necessary updates.
Ensure that both the billing and contact information are accurate and up to date.
FAQs
Can I update payment details over the phone?
No, BoardPro does not offer phone support for updating payment details. All updates must be made through the secure online Billing Portal.
What if I encounter issues updating my payment details?
If you experience difficulties, such as technical issues or missing options, contact BoardPro support for assistance. They can provide a direct link to the Billing Portal or help troubleshoot the problem.
How do I ensure my payment updates are successful?
After updating your payment details, double-check that the new information is saved and that you receive a confirmation message. This ensures that future payments will be processed correctly. By following these steps and guidelines, you can easily manage your payment details in BoardPro and avoid any disruptions to your subscription.