Updating Payment Information

Follow these steps to update your card and ensure successful billing:


Step 1: Log in

Step 2: Go to Settings

  • Click on Settings from your main dashboard.

Step 3: Navigate to Cards

  • Scroll down to the Cards section.
  • You'll see your current card listed as the default.

Step 4: Add a New Card

  • Click Add Card.
    • Cardholder’s Name
    • Card Number
    • Expiration Date
    • CVV Code (3-digit security code)
  • Click Save.

🔐 The new card will automatically become your default payment method.

Step 5: Optional – Manage Other Cards

  • You can keep the old card or delete it if no longer needed.

Step 6: What Happens Next?

  • Once the new card is added, CRMHQ will automatically retry the charge based on your billing schedule.
  • A future update will allow immediate charge retry once a new card is added.
  • If the payment still fails, you’ll receive an email notification, and support can assist further.