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How do I update our payment method?

Delete Payment Method; Update Billing Information

Written by Cloud Dentistry
Updated today

To update your payment method for subscriptions or Cloud Direct Pay Processing, visit the drop-down settings menu and select Billing Info. Click the "Payment Methods" subsection. To add a new payment method, click "Add Payment Method."

Once the payment method is added, you will want to set it as the default, if applicable. If you have multiple payment methods for different practice locations, click "Assign To." This will allow you to assign that specific payment method to the correct location. All invoices for this location will then be billed to the assigned payment method.

If you need to delete an old payment method, it must not be set as the default or assigned to any locations. You will see a red "delete" button next to any unassigned payment methods.

You will not be able to fully delete a payment method without a replacement method.

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