Updating Your Payment Method

Modified on Fri, 9 May at 5:08 PM

If you received an email from Actionstep about an unverified payment card, you can update your information in the Actionstep Billing Portal. 


NOTE:  Credit cards are subject to a credit card surcharge. There is no surcharge for debit card payments.


To update your payment method:

  1. Sign in to the Billing Portal
  2. In the My Account list on the left side of the page, go to Settings > Credit Cards.
  3. Find the credit card that is unverified and click Remove.
  4. Add a new credit card and provide the details about the card.
  5. Select Make this my default credit card.
  6. Pay your bill by expanding the Billing section on the left side of the page, selecting an invoice, and clicking Make a Payment
  7. Provide any required information (like the card's security number). 
  8. Click Submit to submit your payment.


Once you complete this process and submit your payment, the card details will be securely saved, including the CVV number. This validated card will be used for future invoice payments unless you change it again.



Important Notes

  • If you have multiple outstanding invoices, they will be automatically charged to your new/updated card within 48 hours.
  • Please follow all the steps carefully, even if you believe your card information is current.
  • Updating your payment method ensures the Security Number (CVV/CVC) is verified for future automatic payments. Even if there's a valid card number, missing the Security Number can cause payment failures.






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