Updating billing

Edited

This document provides a step-by-step guide on how to update your billing method within the MedicareProCRM platform. Following these instructions will ensure that your payment information is current and accurate.

Steps to Update Your Billing Method

To update your billing method, please follow the steps outlined below:

  1. Click your profile picture or initials located at the top right corner of the screen.

  2. Select "Settings" from the dropdown menu.

  3. On the settings page, click the "Subscription" tab.

  4. Next, click on "Billing" and then select "Update Card."

By following these steps, you will successfully update your billing method. If you encounter any issues, please refer to our support documentation or contact customer support for assistance.