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How-to Admin

Updating your payment method

Updating your payment method

This article shows organization admins how to replace the card or payment source on file, refresh billing address details, and avoid failed renewals.

Before you begin

  • You must be an Organization Admin with access to Billing.
  • Have the new card or bank-supported method available. Some Enterprise customers pay by invoice — changes go through your account executive instead of self-serve.

Steps

  1. Sign in to Dailybot and open Organization -> Billing (or Plan & billing).
  2. Click Update payment method, Manage payment, or Payment details — wording follows your billing provider embed.
  3. Enter the new card number, expiry, and CVC (or complete the wallet flow if offered).
  4. Enter or confirm cardholder name exactly as the bank expects it for verification.
  5. Expand Billing address and update street, city, region, postal code, and country so tax calculation stays accurate.
  6. Save changes. Wait for the success banner or check mark from the payment iframe.
  7. Optional: click Pay outstanding balance if the UI shows a failed renewal waiting for a new card.
  8. Open Invoices and confirm the default payment method label updated on the latest draft or receipt.
  9. If the org uses purchase orders or manual wire, email finance or your Dailybot contact with new remittance details instead of using card fields.

What to expect after

Future renewals and prorated charges use the new method immediately. Past invoices do not change. If a charge was already declined, updating the card does not always auto-retry the same second — wait a few hours or use Retry charge if shown; see Payment declined if it fails again.