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How to Add, Set as Default, and Delete Payment Methods

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To add, set as default , and delete the payment methods for your BoldDesk subscription, follow the given steps:

Adding payment method

To add a payment method,

  1. Go to the Admin Center page.
  2. Click Billing and Subscription option.

AdminSubscriptionButton.png

  1. Select Payment in the left navigation menu of the subscription portal.

Payment Option.png

  1. Select the Add Card option. An add payment method pop-up window will be shown.

Add Card Pop-up Window.png

  1. Enter the card’s details and click the Add Card button.

Add Card Details.png

The new payment method will be added and shown on the payment page.

New Payment Details.png

Note: To charge the payment method for the upcoming invoice, click the Use as the default option in the checkbox, and then click the Add Card button.

Setting a payment method as default

To set a payment method as default,

  1. Go to the Admin Center page.
  2. Click the Billing and Subscription option.

AdminSubscriptionButton.png

  1. Select the Payment option in the left navigation menu of the subscription portal to navigate to the payment page.

Payment Option.png

  1. Select the card you wish to set as default and click Set as default. A confirmation pop-up window will be shown.

Set as Default Option on the Card.png

  1. Click the Set as Default button to mark the selected payment method as default.

Set as Default Confirmation Window.png

Note: Subscription payments will be collected on the default card.

Deleting a payment method

To delete a payment method, follow the given steps:

  1. Go to the Admin Center page.
  2. Open the Billing and Subscription option.

AdminSubscriptionButton.png

  1. Select the Payment option in the left navigation menu of the subscription portal to navigate to the payment page.

Payment Option.png

  1. On the payment page, select the card you wish to delete and then click the Delete option. A confirmation pop-up window will be shown.

Delete Option.png

  1. In the confirmation pop-up window, click the Delete Card button to delete the payment method.

Delete Card Confirmation Window.png

Note: You cannot delete the default payment method.

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