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How do I update or manage my payment method?

Use the Manage payment method button on the Billing tab to update credit/debit card details and billing information.

Problem This Solves

Use the Manage payment method button on the Billing tab to update credit/debit card details and billing information.

When to Use This

A valid corporate credit card, debit card, or updated payment credentials.

Prerequisites

  • A valid corporate credit card, debit card, or updated payment credentials.

Step-by-Step Instructions

  1. Open Workspace Billing: Navigate to /dashboard/billing from your workspace top navigation bar.
  2. Click Manage Payment Method: Directly underneath your active plan overview card, click the prominent yellow Manage payment method button.
  3. Secure Customer Portal: The secure billing management portal opens, displaying your card brand, expiration date, and current billing contact address.
  4. Update Card Details: Click Add payment method or edit your existing card to enter new card numbers, expiration dates, and security codes.
  5. Set as Default: Designate the newly added card as your default payment method to ensure seamless automatic renewals on your upcoming billing date.
  6. Update Billing Address: Edit your organization's legal name, corporate address, and accounts payable email to ensure future invoices are delivered smoothly.

Expected Outcome

Your workspace payment method and billing profile are successfully updated with zero interruption to your Pro subscription.

Troubleshooting & Realistic Tips

  • If a payment attempt fails, LetRetro retains your Pro capabilities while sending email notifications so you have time to update your card.

Need a hand with this?

Contact our team for detailed instructions or help with your workspace.