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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,
- Go to the Admin Center page.
- Click Billing and Subscription option.
- Select Payment in the left navigation menu of the subscription portal.
- Select the Add Card option. An add payment method pop-up window will be shown.
- Enter the card’s details and click the Add Card button.
The new payment method will be added and shown on the payment page.
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,
- Go to the Admin Center page.
- Click the Billing and Subscription option.
- Select the Payment option in the left navigation menu of the subscription portal to navigate to the payment page.
- Select the card you wish to set as default and click Set as default. A confirmation pop-up window will be shown.
- Click the Set as Default button to mark the selected payment method as default.
Note: Subscription payments will be collected on the default card.
Deleting a payment method
To delete a payment method, follow the given steps:
- Go to the Admin Center page.
- Open the Billing and Subscription option.
- Select the Payment option in the left navigation menu of the subscription portal to navigate to the payment page.
- 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.
- In the confirmation pop-up window, click the Delete Card button to delete the payment method.
Note: You cannot delete the default payment method.
