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Avalara Help Center

How do I change the credit card in TrustFile?

Overview

You want to know how to update your credit card information.

Environment

TrustFile

Resolution

  • Go to Settings > MANAGE COMPANIES
  • Select the company that you wish to update a credit card for
  • Go to Settings > PAYMENTS & REMITTANCE
  • In the subscription box, you can see all credit cards 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