Managing a Billing Method
In portal, billing methods are managed through the billing method dashboard.
To get there:
- Billing from the main, left-hand navigation.
- Methods from the billing sub-navigation.
Changing billing methods
Once a billing method is created the card number cannot be updated.
Updating the Primary Billing Method
All billing transactions are run against the primary billing method. In the portal this distinction is shown by selecting a billing method from the first columns and observing the checkbox.
To change the primary billing method a secondary billing method must be created. Use the Create button on the billing method dashboard to open the billing method create wizard. After creating the new method, select the new method from the list in the first column and then mark the Make Primary checkbox and update.
This card is now the primary.