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:CRM, you can do so through the Method:CRM 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:CRM Portal

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

 1. Click the upper-right preferences icon 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 the Method:CRM 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!

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