Specifying Your Billing Portal Subscription Settings

Users with access to the Actionstep Billing Portal can make changes to your firm's Billing Portal settings. 

To do this:

1. Sign in to the Billing Portal. 
2. On the My Account page, expand the Settings section on the left side of the page.
   
3. Complete any of the following tasks: 
   • Click the Profile Information link 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.