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Updating Payment Method and Billing Info

What you’ll learn

Hi there! In this article, we’re going to cover:

Ready? Let’s dive in.

Access the Billing Portal

  1. Click on the profile icon on the top menu.
  2. Click on Billing.

    You will see the Billing menu item only if you purchased your own Pro license (i.e. you won’t see it if you got your Pro license as part of being in a Team), and if you have an active subscription.

  3. Click on Billing Portal.
  4. Continue to the next section based on which action you’d like to perform.

Update and delete your payment method

  1. Click on Add Payment Method.
  2. Fill out the form with your credit card credentials.
  3. Make sure that the box next to Use as Default Payment Method is checked.
  4. Click on the Add button.
  5. Optional – locate the credit card you’d like to delete under Payment Methods and click on the ⋯ button.
  6. Optional – click Delete.

    If you didn’t set the new credit card as the default payment method, you’ll have to do that before you can delete the old one. This can be done easily by clicking on the ⋯ button next to the new card, setting it as default, and then repeating steps 5 and 6.

Update your billing information and add a tax ID

  1. Click on Update Information.
  2. Update the billing information according to your needs.

    Changing the email address will not affect your Deskfirst account and will only affect which email address receives the invoices that are sent when you’re being billed.

  3. Click Save.

Need a hand?

If you’re still struggling, we’re always here for you! Refer to Getting Help from Deskfirst to learn how you can reach out to us.

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