Change/Add a Payment Method

Chris Toth -

How do I change the credit card on file, or add a new payment method in our SureLC account?

For ease of use you can maintain your billing right from your SureLC account.  Add credit card or checking account information from the Agency L&C Setup page>Billing Tab.

 

 

Add New Payment Method:

  • Go to the Agency L&C Setup page.
  • Select the "Billing Tab".
  • Click "Add payment methodbutton.

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  • Select the "ADD" button

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  • You'll be navigated to a separate page.
  • Choose the type of account "Credit Card" or "Bank Account".
  • Enter account details.
  • Select "SAVE" button.

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  • Once saved, SureLC displays  the new payment method added.

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  • Select the "Back To Process" button.

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  • You'll now be returned to the first screen with the Subscription and Transactions data.

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Edit/Remove Existing Payment Method:

  • Go to the Agency L&C Setup page.
  • Select the "Billing Tab".
  • Next to the current Payment Method, click "Change payment methodbutton.

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  • Click on the drop-down arrow to open change selections.

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  • Select "Edit" button to change an existing Payment Method, or the "Delete" button to remove an existing Payment Method.

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  • Selecting the "Delete" button will simply REMOVE the record.
  • Selecting the "Edit" button will navigate you to a separate page to modify the existing record.
  • Adjust account details.
  • Select "SAVE" button.

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  • Once saved, SureLC displays  the new payment method added.

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  • Select the "Back To Process" button.

back_button.jpg

 

  • You'll now be returned to the first screen with the Subscription and Transactions data.


payment_method.jpg

 

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