Managing Payment Methods

The Payment Information section is your primary interface for managing the financial credentials associated with your organisation's account. Keeping your payment methods current is essential for ensuring uninterrupted service and timely subscription renewals.

This area allows you to centralise your billing details, from secure card storage to the administrative contact information used for financial correspondence.

What's Covered in This Article

This article provides step-by-step instructions for maintaining your payment profile within the platform. Key functional areas include:

• Payment Integration: Adding new credit or debit cards to your account.
• Method Management: Removing outdated cards and designating a primary payment source.
• Billing Contact Details: Updating the physical address and email designated for invoice delivery.

Adding a Payment Method

Nimbu allows you to securely store multiple payment methods, ensuring there is always a valid card on file to process your subscription.

1. Navigate to Billing & Subscriptions -> Payment Information.
2. Click the Add Payment Method button.
3. Enter your card details in the encrypted fields provided:
   • Card Number
   • Expiry Date
   • CVC
4. Click Save to add the card to your account.

You can maintain multiple cards (e.g., Visa, Mastercard) as backups in case your primary method is declined or expires.

Removing Payment Methods

Remove cards that have expired or are no longer in use to keep your payment profile accurate and secure.

1. Locate the card you wish to remove in the Payment Information list.
2. Click the minus (⊖) icon on the far right of the card entry.
3. Confirm the removal when prompted.

Note: If you only have one card on file and an active subscription, you will need to add a new payment method before the existing one can be removed.

Default Payment Method

The default card is the primary source used for all automated billing cycles.

• Your current default card is clearly marked with a green Default badge.
• To change your default, click the Make Default button next to any other saved card. All future billing will immediately switch to that card.

Updating Billing Address and Email

Accurate billing contact details are required for invoice delivery and financial record-keeping. To update your details, navigate to the Billing Contact section within Payment Information and complete the following fields:

Note: Billing contact details are used strictly for invoicing and compliance purposes. They are not used for shipping or marketing correspondence.

Related Articles

• Billing Overview
• Subscription Management