TABLE OF CONTENTS
I. Payment Section on Subscription Dashboard
The organization's current payment information is displayed on the Subscription Dashboard in the section titled Payment Methods (upper right corner).
To access the Subscription Dashboard, click Subscription from the main menu panel.
The Payment Methods section contains the payment information and the account holder's name, as well as access to manage account information.
II. Edit / View Payment Methods
To view or edit billing and shipping addresses for the organization, follow these steps:
Click Subscription from the left Navigation Panel to view the Subscription Dashboard
Click Edit Payment Methods
A window pops up displaying the current payment methods
Click payment method to edit
Click Edit payment method
Update your payment method menu opens, with the option to edit the following:
Payment information
Billing information
Shipping information
Make desired changes
Click Update
Updates are sent to the Account Holder by email
Click the x in the right hand corner to close menu when done
Related Articles
Manage Tax Status: learn how to setup the organization as tax exempt (or not) and where to edit the state tax exemption number
Overview of Subscription Dashboard: learn what the Subscription Dashboard is all about and why it is valuable
Change Subscription Plan: learn how to upgrade your subscription plan
Change # of Users on Subscription Plan: learn how to increase or decrease the number of users on the current subscription plan
Edit Payment Information: learn how to add or edit the current payment method for your plan, as well as create a backup payment method
View and Download Invoices: learn about invoices from Boardable
Cancel Subscription: learn how to cancel a Boardable account / subscription
Subscription Pricing: view latest pricing