How to Update Your Billing Details

    CategoryAccount and Billing
    Article typeDocumentation
    Estimated reading time 6 min read
    Last reviewedRecently reviewed
    Applies toGEVADE CRM accounts where the feature is enabled
    Access requiredAccess may depend on your user permissions
    Plan/configuration noteFeature availability may depend on your selected plan and account configuration

    Summary

    To update your credit card or billing information, navigate to Settings > Billing, locate the Payment Methods section, click 'Add New Card', enter your new details, and set it as the primary payment method.

    Who this article is for

    This article is for account owners and billing administrators.

    Overview

    Whether your credit card expired, you switched banks, or you simply want to use a different corporate card, updating your billing details in GEVADE CRM is a quick process. Keeping a valid card on file ensures your subscription and usage-based wallet recharges process smoothly. A failed payment can halt your marketing campaigns and suspend your account access, so it is crucial to update your details proactively when a card is nearing expiration.

    Before you begin

    • Ensure you are logged in as an Admin.
    • Have the new credit card details, including the correct billing address, ready.
    • Verify that the new card is authorized for online, recurring subscriptions.

    Step 1: Navigate to Billing Settings

    Go to Settings > Billing in your GEVADE CRM workspace. Only users with Admin roles and billing permissions can access this page (settings may vary by feature access).

    Step 2: Add a New Payment Method

    Scroll to the 'Payment Methods' section. Click 'Add Payment Method' or 'Add New Card'. A secure form will appear. We use enterprise-grade payment processors, so your data is encrypted.

    Step 3: Enter Card Details

    Input the new credit card number, expiration date, CVC code, and the exact billing address associated with the card. Click Save. The system will perform a micro-authorization to ensure the card is valid.

    Step 4: Set as Primary

    Once the new card is added, click the three dots (options menu) next to it and select 'Make Primary'. All future subscription and usage charges will now be routed to this card.

    Step 5: Remove Old Cards (Optional)

    If your old card is expired or no longer valid, you can safely delete it by clicking the options menu next to it and selecting 'Delete'. You cannot delete a card if it is currently set as the primary method.

    Configuration note

    GEVADE CRM uses enterprise-grade encryption via Stripe to process payments. We do not store your raw credit card numbers on our servers.

    Important clarification

    Adding a new card but forgetting to click 'Make Primary' means the system will continue trying to charge the old, failing card.

    Resolution guidance

    My new card is being declined

    Ensure the billing address you entered exactly matches the address your bank has on file. If the issue persists, contact your bank to authorize transactions from GEVADE CRM.

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    Need account-specific help?

    If your question requires account access, billing review, workflow inspection, message delivery diagnosis, AI response review, or private configuration review, submit a support request with examples and screenshots.