Actionstep Billing Portal FAQ

The following questions and answers can help you troubleshoot some common issues with Actionstep Billing Portal:

• How can I access the billing portal?
• My link to the Billing Portal has expired, can you please resend it?
• Can I change my payment method from credit card to bank transfer?
• Can I set up a Direct Debit? (NZ customers only)
• Can I see the bank account details for UK/USA/AUS/NZ?
• How do I change my subscription plan (annual vs. monthly)?
• My card was declined even though my information is up to date and I have enough balance. Why?

How can I access the billing portal?

You can access the billing portal here: https://account.actionstep.com/.

My link to the Billing Portal has expired, can you please resend it?

If your Billing Portal link has expired, you can request a new one by submitting an Actionstep Support ticket. (Choose Manage My Subscription from the I need to drop-down list to properly route the request to Accounts.)

Can I change my payment method from credit card to bank transfer?

You can remove your credit card information in the Billing Portal. This will automatically assign your subscription as to be paid manually. 

You can then set up an ongoing direct bank transfer for your subscription fees. However, you will need to initiate this directly with your bank. Actionstep cannot set this up for you. 

You can find our bank details at the bottom of your most recent invoice. You can also submit an Actionstep Support ticket to request bank details. (Choose Manage My Subscription from the I need to drop-down list to properly route the request to Accounts.)

Can I set up a direct debit? (NZ customers only)

Yes. Please reach out to accounts@actionstep.com to request a direct debit form. Fill it out and send it to accounts@actionstep.com with the subject line Direct Debit Setup - [Your org key name]. See Finding Your Organization Key (or Orgkey) for help locating this.

Can I see the bank account details for UK/USA/AUS/NZ?

Please submit an Actionstep Support ticket to request bank details. (Choose Manage My Subscription from the I need to drop-down list to properly route the request to Accounts.)

How do I change my subscription plan (annual vs. monthly)?

Contact our Accounts Team at accounts@actionstep.com and they will update your plan accordingly.

My card was declined even though my information is up to date and I have enough balance. Why?

This decline might be due to an expired token associated with your card. Tokens are security measures that refresh periodically to ensure safe transactions. To refresh the token and resolve issue with the card being declined, update your card information in the portal. This process will generate a new token and allow your card to function properly.