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Managing payment methods

How to add a card, choose which one is your default, and remove a card you no longer use.

5 min read

Before you start

  • A card you want to save
  • The Billing & Balance page open from the left sidebar

Tip

Make the card you use most your default, since that is the one checkout selects for you.

Your saved cards live in the Payment Methods section of Billing and balance. This article covers adding a card, picking your default and removing one.

Adding a card

Note

The card form is provided by Stripe, our payment processor. You type your card number into their secure form, and we only ever see the brand, the last four digits and the expiration. The Add Payment Method window says so itself. "Your card details are encrypted and never stored on our servers."

Step 1. Open the Billing page

Open Billing & Balance from the sidebar and find the Payment Methods section.

Step 2. Click Add Payment Method

A window titled Add Payment Method opens, marked "Secured by Stripe".

Step 3. Fill in the card form

Enter the card details in the form.

Step 4. Click Save Card

You see "Payment method added" and the new card appears in the grid. If it is the only card on your account it becomes your default right away.

Adding a card at checkout

You can also add a card while checking out. The payment step on any order shows your saved cards with your default already selected. Click Add new payment method (or Add a payment method if you have none yet), fill in the form and click Save Card. The new card is selected for that purchase.

Choosing your default

Your default card is the one selected for you at checkout. It is marked with a Default badge.

Step 1. Hover over the card you want

Hover over any card other than your current default. A Set Default button appears on it, next to the trash icon.

Step 2. Click Set Default

The Default badge moves to the card you picked.

Removing a card

You can remove any card, your default included, as long as another card stays on file. Your only card cannot be removed until you add another one.

Warning

Removing a card cannot be undone. It does not change an order you have already paid for. It can affect a weekly lead subscription, a Sales Gym membership or a weekly aged lead subscription, because each one can be set up to bill a particular card. The remove window lists every one this card pays for before you confirm.

Step 1. Click the trash icon

Hover over the card and click the trash icon. If you use a keyboard, tab to the card and the icon appears.

Step 2. Check the card named in the window

A window titled Remove Payment Method opens, naming the brand and last four digits. It warns that removing a card cannot be undone.

If the card pays for anything recurring, the window says "This card pays for the following." and names each one. If you remove it, the next payment on each of those can fail. A weekly aged lead subscription whose payment fails shows Retrying for a few days and then ends unless the week is paid. Contact support first if you want them moved to another card.

Step 3. Pick a new default if this is your default

When the card is your default, the window asks you to choose a New default payment method from your other cards. The one you pick becomes your default before the old one is removed.

Step 4. Click Remove

This confirms the removal and you see "Payment method removed". That card will not be offered to you again.

Troubleshooting

The Remove button is grayed out

There are three reasons.

  • The card is your only card. Add another card first, then remove this one.
  • The card is your default and no new default is picked yet. Choose one under New default payment method.
  • The window says it could not check what this card pays for. Close it and try again in a moment.

A weekly lead subscription shows Retrying

The last charge did not go through. The subscription keeps billing the card it was set up with, and there is no way to change that card here, so contact support and we will move it for you.

A weekly aged lead subscription shows Retrying

Its weekly payment did not go through. This one you can fix yourself. On its card under Aged-Lead Subscriptions, click Use a different card, pick a saved card or add a new one, then click Retry payment. The card you pick pays for that subscription from then on and becomes your default. Weekly aged lead subscriptions has the detail.

My Sales Gym membership shows Payment due

Add or switch to a working card here, then retry the payment from the membership card. Subscriptions, pausing and canceling has the steps.