Payment Details

To update your payment details:

1. Click on 'Settings' on the left hand menu
   
2. Within Settings, click on 'System Settings'
   
3. This will open the System Settings page and you will see each of the different sections
   
4. Click on the tab 'Payment Details' tab 
   
5. A form will appear where you can enter your new card details, including name, number, expiry date and security number
   
6. Once entered, click 'Update Payment Details' and your new card will be saved. Your next payment be made against this new card.
   

• Related Articles

• How to Set up your Company Details

  Click on ‘Settings’ in the left hand menu, within this click on the tab ‘Company Settings’ Here you can upload your company logo, change your currency, set a base hourly rate, mileage rate, company name and more.

• Subscription and Billing

  If you are on a free trial and want to upgrade to a monthly or annual subscription: Click on 'System Settings' within the Settings tab on the left A new page will open, in here click on the tab 'Subscription & Billing' You will be shown the plan that ...

• Company Settings - How to Video

  This video will show you how to set up your Company Settings, including: - Company Details - Shipping Addresses - Team Members - Departments - Access Permissions - Refer a Friend

• Creating a Proposal

  Within the ‘Proposals and Projects’ tab select ‘Proposals’ - From here you can see all of your proposals which have been created Click ‘Create Proposal’ on the top right hand side This will open a form for you to fill in details such as the name, ...

• Creating a Customer to pull through to Xero

  Within the 'Customers' tab in the CRM section, click on the blue button 'create customer' A window will open where you can enter the customer's details such as name, address and phone number Once you have added the details, click 'Create customer' ...