Articles

How to Update My Payment Information in Sage Accounting

by Justin Tyler Marketing Manager

Outline

In this article, you will figure out how to refresh your installment data in Sage Business Cloud Accounting

 

Resolution

Step by step instructions to Access your subscription profile

 

You can refresh your installment data from your Subscription profile, which can be gotten to in various ways: From your record, From the login page when you are impeded, or straightforwardly from the Customer Community help site Sage Knowledgebase once associated.

 

NOTE: Only the proprietor of the record can get to the membership page and correct installment subtleties with their login: If you are getting to the record as an extra client you can not see solicitations or update installment subtleties.

 

You can refresh your installment data from your Subscription profile, which can be gotten to in various ways: From your record, From the login page when you are hindered, or straightforwardly from the Customer Community help site Sage Knowledgebase once associated.

 

Note: Only the proprietor of the record can get to the membership page and alter installment subtleties with their login: If you are getting to the record as an extra client you can not see solicitations or update installment subtleties.

 

Choice 1 - If you approach your account:

 

1.       Sign into your record.

2.       Click on Manage Business Account User-added picture in the upper right-hand corner of your Accounting screen, under the name of your organization.

3.       Under Subscription and Invoices, click on Manage My membership.

4.       You are then diverted to your Subscription profile in the Customer Community help site Sage Knowledgebase.

5.       You can now enroll your new Visa data.

 

Choice 2 - From the login page If you don't approach your account:

 

1.       Sign into your record.

2.       A message ought to create the impression that states "Record locked"

3.       Click on the blue Update your payment details

4.       Client added picture

5.       Enter installment data

 

Choice 3 - From the Community Help Site

 

On the other hand, you can get to your membership and installment subtleties under your Sage 50 Accounting profile from the Customer Community

 

1.       Associate with the Customer Community help site.

2.       Sign in with your accreditations

3.       Click on the Accounting tab

4.       Click on Manage membership

5.       Click on the choice to refresh installment subtleties

 

Whenever you have refreshed your installment subtleties, you can close the window, and log once again into your record utilizing the standard observing advances :

 

1.       Go to http:// na. sage. com /ca/sage-one

2.       Click Sign in

3.       Click on Sage Business Cloud Accounting

4.       enter your email and secret word

 

Instructions to change your installment technique

Whenever you have gotten to your membership profile,

 

1.       Click on Change Payment Method.

2.       Client added picture

3.       Enter the Credit card structure with your Visa subtleties,

4.       Submit.


Read More: Sage Payments Solutions


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About Justin Tyler Advanced   Marketing Manager

58 connections, 2 recommendations, 206 honor points.
Joined APSense since, October 8th, 2021, From Denver, CO, United States.

Created on May 2nd 2022 05:58. Viewed 94 times.

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