Change payment details

If the payment details you provided are invalid (e.g., insufficient funds or incorrect information), recurring invoices linked to this payment method will fail to process and will be marked as Overdue. To resolve this, follow the steps below to update your payment details.

1. Log in to the client portal.

2. Go to the  Billing page from the sidebar menu.

3. In the Waiting for action module, all issues with payment details are listed. Click Update payment details for the specific invoice you need (e.g., Bookkeeping subscription).

Information is duplicated at the right of the "Expires" column in the Recurring invoices subtab of the Billing page. Click on it to update your payment details.

4. On the  invoice summary page that opens, add a new payment method or select another payment method if it's already there. Once you've done this, click Save and then Back to client portal. 

That's it! All the subsequent invoices will be paid automatically after specifying the correct payment details.