Updating Payment Info

Keep your payment information up to date to ensure uninterrupted access to TODAY Type's team features. This guide explains how to update your billing details.

Who Can Update Payment Info

Only Client Administrators can access and modify billing information. If you're not an admin, contact your organization's admin to make changes.

Accessing Payment Settings

1. Go to Client Dashboard
   Access /client/.
2. Click "Billing"
   Select Billing from the navigation menu.
3. Find Payment Method section
   Look for "Payment Method" or "Update Card" options.

Updating Your Credit Card

Adding a New Card

1. Click "Update Payment Method" or "Add Card"
2. Enter your new card details:
   • Card number
   • Expiration date (MM/YY)
   • CVV/Security code
   • Cardholder name
3. Enter billing address if required
4. Click "Save" or "Update"

Replacing an Existing Card

When you add a new card, it automatically replaces your previous payment method. The old card is removed from our system.

Accepted Payment Methods

Credit Cards

• Visa
• Mastercard
• American Express
• Discover

Debit Cards

Debit cards with Visa or Mastercard logos are accepted.

Corporate Cards

Corporate credit cards are accepted for business accounts.

Billing Address

Update your billing address to ensure receipts and invoices are accurate:

1. Go to Billing settings
   Access the Billing section in Client Dashboard.
2. Find "Billing Address"
   Look for the address section.
3. Update details
   Enter your organization's billing address:
   • Street address
   • City
   • State/Province
   • Postal/ZIP code
   • Country
4. Save changes
   Click "Update" to save the new address.

Invoice Information

Adding Company Details to Invoices

You may want invoices to include:

• Company name
• Tax ID / VAT number
• Purchase order number
• Department or cost center

Contact support if you need to add additional information to your invoices.

Downloading Invoices

1. Go to Billing
2. Find "Billing History" or "Invoices"
3. Click the download icon next to any invoice
4. Save or print the PDF

Payment Failures

Why Payments Fail

• Expired card - Card has passed its expiration date
• Insufficient funds - Not enough credit/balance available
• Card declined - Bank has declined the transaction
• Incorrect details - Wrong card number, CVV, or expiration
• Address mismatch - Billing address doesn't match card records

What Happens After a Failed Payment

1. You'll receive an email notification
2. We'll retry the payment automatically (usually after 3-5 days)
3. You have a grace period to update your payment method
4. If not resolved, your subscription may be suspended

Resolving Failed Payments

1. Check the notification for the failure reason
2. Go to Billing and update your payment method
3. Contact your bank if the card should be working
4. Contact support if problems persist

Security Best Practices

Protect Your Billing Access

• Use a strong password for your admin account
• Don't share admin credentials
• Log out when using shared computers
• Review billing statements regularly

Monitor for Unauthorized Changes

• Check that charges match your subscription
• Report unexpected charges immediately
• Review who has admin access to billing

Alternative Payment Options

Wire Transfer / ACH

For enterprise customers or large annual payments, wire transfer may be available. Contact our sales team to discuss.

Purchase Orders

Some enterprise plans support purchase orders. Contact us to set up PO billing for your organization.

Getting Help

For billing-related issues:

• General questions - Contact form
• Payment issues - Include your organization name and describe the problem
• Refund requests - Contact support with your invoice number