How to Manage Payment Methods for BoldDesk Subscription Payments
BoldDesk uses a Stripe-hosted billing page to help users securely manage subscription payment methods. From the Billing & Subscription page in BoldDesk, you can open the Stripe billing page to add a new payment method, set a default payment method, or delete an existing payment method.
BoldDesk does not store payment card details. Payment methods are added, updated, and processed securely through Stripe.
Open the Payment Method Management Page
To manage your subscription payment methods:
-
Sign in to your BoldDesk account.
-
Go to Admin Center > Billing & Subscription.
-
In the Payment Details section, click Manage Payment Method.
-
BoldDesk redirects you to the Stripe-hosted billing page.
On the Stripe billing page, you can:
- View existing payment methods.
- Add a new payment method.
- Set a payment method as default.
- Delete a non-default payment method.
- Return to BoldDesk after completing the required changes.
The payment method management page is hosted by Stripe. Any card details entered on this page are processed by Stripe, not stored by BoldDesk.
Add a Payment Method
To add a new payment method:
-
Open the Stripe-hosted billing page from Manage Payment Method in BoldDesk.
-
Click Add payment method.
-
On the Add payment method page, enter the required card details.
-
Select the required Country.
-
Optionally, enter details for faster checkout if the option is available.
-
If you want this card to be used for future subscription payments, select Use as default payment method.
-
Click Add.
After the payment method is added, it appears in the Payment Methods section on the Stripe billing page.
If you choose to save information for faster checkout, that information is handled by Stripe or Stripe Link. BoldDesk does not store your payment card details.
Set a Default Payment Method
The default payment method is used for future BoldDesk subscription charges.
To set a payment method as default:
-
Open the Stripe-hosted billing page from Manage Payment Method in BoldDesk.
-
In the Payment Methods section, locate the payment method you want to use as default.
-
Click the more options icon next to the payment method.
-
Select Make default.
Once updated, the selected payment method will be marked as the default.
Future subscription payments are charged through the default payment method configured on the Stripe billing page.
Delete a Payment Method
You can delete a payment method if it is no longer required.
To delete a payment method:
-
Open the Stripe-hosted billing page from Manage Payment Method in BoldDesk.
-
In the Payment Methods section, locate the payment method you want to delete.
-
Click the more options icon next to the payment method.
-
Select Delete.
-
Confirm the deletion if prompted.
You cannot delete the default payment method while you have an active subscription. Set another payment method as default first, then delete the previous payment method if needed.
Return to BoldDesk
After adding, updating, or deleting a payment method, click Return to BoldDesk on the Stripe billing page to go back to your BoldDesk account.
Permissions
Before managing payment methods, ensure that your role has the required billing permission.
To access and manage payment methods:
- The Admin module must be enabled for your role.
- The Manage billing and subscription permission must be enabled under the Admin module.
To enable this permission, go to Admin > Roles and Permissions, open the required role, go to the Permissions tab, enable Admin module access, and select Manage billing and subscription.
Frequently Asked Questions
-
Where can I manage payment methods for my BoldDesk subscription?
Go to Admin Center > Billing & Subscription, then click Manage Payment Method in the Payment Details section. -
Does BoldDesk store my payment card details?
No. BoldDesk does not store payment card details. Payment methods are managed and processed securely through Stripe. -
Can I add a new payment method?
Yes. Click Manage Payment Method, then select Add payment method on the Stripe billing page. -
Can I set a payment method as default?
Yes. On the Stripe billing page, open the payment method options and select Make default. -
Can I delete the default payment method?
No. The default payment method cannot be deleted while you have an active subscription. Add another payment method and set it as default before deleting the previous one. -
What happens after I update the default payment method?
Future BoldDesk subscription charges will use the newly selected default payment method. -
Can I return to BoldDesk after managing payment methods?
Yes. Click Return to BoldDesk on the Stripe billing page.
