How do I change my credit card in TrustFile?
Overview
You want to know how to update your credit card information for monthly filing charges and subscription renewal payment.
Environment
TrustFile
Resolution
- Go to Settings > PAYMENTS & REMITTANCE
- In the subscription box, you can see the credit card on file
- Click Change for the credit card you wish to update
- Select Add a new card
- Enter in credit card information
- Make sure the new card you entered is selected as default
Note - If you have an Accountant account, you will need to update the credit card in each company you have setup.