Owners and Admins can add and manage payment methods for their organization's subscription. If your account is past due, only the Owner can update the payment method.
Add a New Payment Method
Click your profile picture or initials in the upper-right corner of EOS One.
Select Settings.
Under Company, click Billing.
In the Payment Methods section, click Add.
Enter the new payment method information.
Save the payment method.
The new payment method will be added to your organization's account.
Set a Payment Method as Primary
If multiple payment methods are stored on the account:
Navigate to Settings > Company > Billing.
Locate the payment method you want to use.
Open the payment method options menu.
Select Set as Primary.
The selected payment method will be used for future subscription charges.
Manage Existing Payment Methods
From the Payment Methods section, you can:
Add new payment methods
Update existing payment methods
Set a payment method as Primary
Remove unused payment methods
Q&A
Who can update payment methods?
Owners and Admins. Billing access comes with those roles and can't be granted to anyone else. Members and Free Observers can't see Billing.
Who can update the payment method if our account is past due?
Only the Owner. While an account is past due, everyone else has Free Observer access until the payment goes through. Once it does, everyone's access is restored based on their role.
What does Primary mean?
The Primary payment method is the card used for future subscription and billing charges.
Can I store multiple payment methods?
Yes. Multiple payment methods can be stored on the account, and one can be designated as the Primary payment method.
Will changing my payment method affect existing invoices?
No. Updating your payment method only affects future charges and invoices.
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