Add or Update Billing Address to Card on File

In this article, learn how to add or update a billing address to a card on file.

APPLIES TO: Admins

Last updated: September 30, 2024

If your clients have a card on file but a billing address is not listed with the card, you will see a red house indicator inside the stored payment method alerting you that no billing address is on file for that card. Follow the steps below to add/update the card's billing address.

Add Billing Address to Card on File

  • Navigate to the Client Profile Page of the client you need to add/update a billing address and click the Payments tab to access their stored card information

2024-09-30_11-53-50

  • From here, you will see a red house indicator included with each card on file that does not have a billing address tied to it. To add or update the billing address, click the three dot menu inside the client's card

2024-09-30_11-54-51

  • Input the billing information and click Update Payment Method to successfully add the billing address to that card

2024-09-30_11-57-15