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Workspace: How to Change or Update your Payment Method

For Admin Users to update or change your payment method. Follow the steps below to add a new payment method and set it as default.

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Quickest way

  1. Go to Billing and open the Subscription tab.

  2. The Payment method card at the top shows what your subscription is charged to.

  3. Click Update payment method (or Add payment method if there isn't one on file yet).

  4. Pick Card or PayTo (Australian Bank), enter your details and click Add Payment Method.

That's it. The new method is saved as your default straight away, so your subscription moves to it. Once a payment method is on file, the same card has an Open billing portal button if you need invoices or your saved methods in Stripe.

Steps to Change Your Payment Method:

  • Navigate to the Billing Tab

    • Log in to your account.

    • Go to Billing (dashboard.properti.ai/billing) and open the Payment Methods tab.

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  • Add a New Payment Method

    • Click on Add New Payment Method.

    • Choose Card or PayTo (Australian Bank), enter your details and click Add Payment Method.

  • New payment methods are saved as your default automatically, and you'll see the Default tag next to them. You only need Make Default (in the three-dot menu next to a saved method) if you want to switch back to a method you added earlier.

Check the new method has the Default tag before removing the old one.

  • Remove the Old Payment Method (Optional)

    • If you no longer wish to use the previous payment method, select it from the list.

    • Click the three-dot menu next to the old method and choose Remove.

Important Notes:

  • Only Admin Users have workspace permission to update billing details and payment methods.

  • Ensure that the new payment method is valid and has sufficient funds.

  • Removing an old payment method before adding a new one may lead to failed transactions.

  • If you encounter any issues, reach out to our support team for assistance.

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