How To Update Payment Info

Using Method:CRM's portal to update your billing info and change your credit card number.

Updated over a week ago

If you wish to update your credit card on file with Method, you can do so through the Method Portal. Your subscription info will be listed there, as well as your past transactions, and any support cases you have with us. 

NOTE: Only users in your account set as a Billing contact will be able to update this information. If you do not have the ability to access the portal, please contact our support staff.

Navigate to Your Method Portal

To update your subscription info you first need to get to your Subscription Page

  1. Click your Profile icon in the upper-right and then click Account Settings.

  2. Click Subscription.

  3. At the bottom of the screen, find and click Update Company Information.

  4. This will take you to your Method Portal. Underneath your balance, find and click the button Update Payment Details

  5. You will be taken to the Cardholder information screen. Update your credit card information and then click Update Payment Info

This will save your information and you are done!

What Can I Do if Payment Is Declined?

The following are accepted payment methods:

  • ACH or Echeck (US Customers Only)

  • All Major Credit Card Providers

NOTE: Prepaid Credit cards or Debit cards will be declined as these are not acceptable payment methods.

Other reasons your payment may be declined:

  • Credit Card Information: Please check to see if the provided information for your card is correct.

  • Lack of funds: The bank that issued the card will decline a transaction if there is a lack of funds.

  • International Approval Required: For customers located outside of North America, invoicing is in USD. Some banks & credit card providers will pro-actively prevent transactions from external regions.

You may need to contact your bank to authorize payments or charges made, as a declined payment method may be due to a change in law or policy in your region.

If your financial institution is not the issue, please contact Method Support.

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