If you have access to the Actionstep Billing Portal, you can make changes to your firm's Billing Portal settings.
To do this:
- Sign in to the Billing Portal.
- On the My Account page, expand the Settings section on the left side of the page.
- Complete any of the following tasks:
- Click Profile Information and change your company name, phone number, and email address as needed. When finished, click Update.
- Click the Address Book link and update and/or add different residential, shipping, and billing addresses. (Only the shipping address will appear on the Billing Overview page.)
- Click the Credit Cards link to manage the credit cards associated with your account. You can add new cards and choose which card will be used as the default.
- Click the ACH Payments link to add a new ACH payment to your account. You'll need to provide electronic billing details like your bank routing number, etc.
- Click the Update Your Password link to update the password associated with your account.
- Click Profile Information and change your company name, phone number, and email address as needed. When finished, click Update.
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