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Switch payment method - account - website & app

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A how-to-guide on where and how a member can change their payment method from their account. For help getting to the billing section, please reference the main Billing - account - website & app card.

Rules for changing method of payment

Can change

Can't change

Swap credit/debit to another credit/debit

Change payment method from CC/ACH > escrow

Swap ACH to another ACH

Change payment method from escrow > CC/ACH

Swap credit/debit to ACH*

Swap ACH to credit/debit*

*This change can't be made if a policy is in cancellation

Steps to change payment method

👁️ Note

Depending on the device you are accessing your Account from, the view of the screenshots below might look different, but the information will be the same.

  1. Click Switch Payment Method from the Billing tab
  2. You can view your Current Method
  3. Select a New Method
  4. Click Save Changes

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You must have Author or Collection Owner permission to create Guru Cards. Contact your team's Guru admins to use this template.