Manage your payment methods: Difference between revisions

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Rewritten for the current Client Area (WHMCS 8), checked against the live Client Area
 
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This demo will show you how to Update, Add, or Delete a credit card on file for your billing account with us.
You can add, update or remove the credit cards on your account, and choose which one is used for payments.


If you do not have access to your billing account with us, you can request a password reset here:
'''1.''' Log in to the [https://billing.ace-host.net Client Area].
{{Client Area Password Reset}}


'''2.''' Click '''Hello, ''your name''!''' at the top right, then '''Payment Methods'''.


[1] Log into your {{Client Area}}.
== Add a credit card ==


[2] Click the down arrow next to "Hello, <Your Name>!" in the top right.
'''1.''' Click '''Add New Credit Card'''.


[[File:Hellouser.png]]
'''2.''' Enter the card details and choose the billing address.


'''3.''' Click '''Save Changes'''.


[2] Click on "Payment Methods"
== Update, remove or set a default card ==


[[File:Payment_methods1.png]]
Your saved cards are listed on the '''Payment Methods''' page. Use the buttons next to a card to edit it, make it the default card for payments, or delete it.


To choose whether invoices are paid by credit card or PayPal by default, change '''Payment Method''' under '''Hello, ''your name''!''' > '''Account Details'''.


 
[[Category:WHMCS]]
'''To update an existing credit card'''
 
[1] Click Edit next to the credit card.
 
[[File:EditCC.png]]
 
[2] Update any information and then click Save Changes.
 
Your existing credit card information has been updated.
 
 
 
'''To Add a new Credit Card'''
 
[1] Click on Add New Credit Card.
 
[[File:AddNewCreditCard.png]]
 
 
[2] Fill in the information for the new credit card.
 
[3] When all information is inputted, click Save Changes.
 
 
[[File:newCCinformation.png]]
 
 
Your new credit card is now stored.
 
To make the new card the default for payments, click on Set as Default.
 
'''To delete an existing credit card'''
 
[1] Click Delete next to the credit card.
 
[2] Confirm the deletion and your credit card will be deleted from your account.
 
 
[[File:DeleteCC.png]]
 
If you have any questions or need assistance, please open up a Support Ticket through your {{Client Area}}.
 
[[Category: WHMCS]]

Latest revision as of 00:50, 27 October 2026

You can add, update or remove the credit cards on your account, and choose which one is used for payments.

1. Log in to the Client Area.

2. Click Hello, your name! at the top right, then Payment Methods.

Add a credit card

1. Click Add New Credit Card.

2. Enter the card details and choose the billing address.

3. Click Save Changes.

Update, remove or set a default card

Your saved cards are listed on the Payment Methods page. Use the buttons next to a card to edit it, make it the default card for payments, or delete it.

To choose whether invoices are paid by credit card or PayPal by default, change Payment Method under Hello, your name! > Account Details.

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