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  1. Once logged into the portal Select Customers>> List All

  2. You should now see a list of all customers include yourself and any customers that are below you as sub account.  You can only Add and View credit card information for your direct account for security reasons. None of you sub accounts will expose the Credit Card option.

  3. Clicking on the Credit Card Icon on the far right side should bring up a screen like this to manage your Credit Cards.  From here we can see a list of all Credit Cards we have on file and choose to delete any Credit Card, Add a new Card and set which Credit Card is the default Card to be used for Recurring Charges.

  4. If this is the first time adding credit card, you will be prompted to enter your credit card information. Type in your information, including card number, name and expiration date.



  5. Click the button to fill in the back side of the card. Then enter your three digit CVV code from the back of the card.




  6. NOTE: If paying by American Express you will need to enter the four digit code on the front of the card, as seen below.



  7. Once you have entered your credit card you can optionally click the box to save your credit card information for future purchases with us. Then click the button.

Setting a Default Credit Card

 

  1. The Default Credit Card is what we will use for any Recurring Services you have purchased and is required to be set if you have purchased any Recurring Services such as Hosted Systems or SIP trunking.  Press the Update Default Card button after picking your default card from the Drop Down.

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Deleting A Credit Card

 

  1. From the main Credit Card screen as outlined above you can click the Delete Card REMOVE option to Delete your Card. 
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