This article explains the steps on updating your card details for your Pabau
Table of Contents:
1. How to Add a New Payment Method for Your Monthly Subscription
2. How to Set an Existing Payment Method as Default
Keeping your payment information current ensures uninterrupted access to Pabau's services. Follow these steps to update your card details for your Pabau subscription:
How to Add a New Payment Method for Your Monthly Subscription
Step 1: Access the Subscription Page
Start by logging into your Pabau account using your login credentials. Then, navigate to the "Setup" button located in the bottom left corner of the sidebar menu to access the Setup page. Under the Business section, select the "Subscription" tab to access the Subscription page.
Step 2: Manage Billing
In the Subscription page, locate and click on the "Manage Billing" button in the top right corner. This action will redirect you to the Stripe login page, where you can enter your email address. Once you've entered your email, click the "Send" button to proceed.
NOTE: Ensure you add the email address that is associated with your billing. If you enter another email, you'll be prompted to create a new Stripe account.
Step 3: Check Your Email
You will receive an email right after that includes instructions to access your customer portal. Click "Log in to your customer portal" to proceed.
Step 4: Update Card Details
You will automatically be directed to your customer portal, where you can view your current subscription plan, payment methods, and billing and shipping information.
To update your card details, click the "+Add payment method" option.
On this page, you can add a new payment method by entering your card details. Ensure to tick the "Use as default payment method" option.
Once you've entered the required information, click the "Add" button to save your changes.
After you've added the new payment method, it will appear in the "Payment methods" section. By following these steps, you can successfully add a new payment method for your monthly Pabau subscription.
How to Set an Existing Payment Method as Default
Step 1: Access the Subscription Page
Start by logging into your Pabau account using your login credentials. Then, navigate to the "Setup" button located in the bottom left corner of the sidebar menu to access the Setup page. Under the Business section, select the "Subscription" tab to access the Subscription page.
Step 2: Manage Billing
In the Subscription page, locate and click on the "Manage Billing" button in the top right corner. This action will redirect you to the Stripe login page, where you can enter your email address. Once you've entered your email, click the "Send" button to proceed.
NOTE: Ensure you add the email address that is associated with your billing. If you enter another email, you'll be prompted to create a new Stripe account.
Step 3: Check Your Email
You will receive an email right after that includes instructions to access your customer portal. Click "Log in to your customer portal" to proceed.
Step 4: Set a Default Payment Method
You will automatically be directed to your customer portal, where you can view your current subscription plan, payment methods, and billing and shipping information.
To set an existing payment method as your default in Stripe, go to the Payment Methods section, where you'll find all the cards you've previously added.
Navigate to the three dots on the far right of the payment method. Click to reveal the "Make default" option, then select it.
By following these steps, your card details will be updated as the default payment method for your Pabau subscription.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.