Adding Your Billing Details via the Portal

You can update your card details directly through the portal via the 'Profile' button in the bottom left-hand corner of the page. Once you've clicked the 'Profile' button just click the 'Manage Billing' button. You will only be able to see the 'Manage Billing' button if you are the owner of the portal. If you are the owner and you still can't see it please contact your account manager:

You will then see the details of your plan displayed with an 'Add Card' button below. Click this to enter your details:

You will then be prompted to enter your account details, billing address and card number:

Once you have completed these three forms you will be able to double check the information you have entered and edit it if needed. Finally, tick the 'I agree to Terms of Service and Privacy Policy' box and hit the 'Pay and Subscribe' button:

Email Request

You are currently unable to set up direct debits using the portal but we are working on providing this as an option. If you would like to set up a direct debit just let your account manager know and they can send you an email. It will look something like the below. All you need to do is click on the 'Update Payment Method' button and you will be taken to a secure page to fill in the details:

You will then be given the option of entering your card details for a recurring card payment or setting up a direct debit. For card payments just enter the information and click the 'Add' button:

You will then see the below screen which means your details have been added:

For Direct Debits we work with GoCardless so if you select this option you will be redirected to their website and asked to fill out the below form and click 'Set up Direct Debit':

You will then see the below screen and you just need to click 'Confirm' to finalise:

If you have any further questions about your billing info, contact your account manager.

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