How to add a credit card to the billing portal

Updated 5 months ago by Dean Sallinen

Adding a credit card to the billing portal will allow you to pay an upcoming invoice or set up automatic payments for your Maximizer CRM subscription.

Process

  1. Log in to the billing portal using your customer number as the username and enter the password you created when you activated the billing portal. See this article for how to setup your billing portal account.
  2. Select the menu icon in the top right and click Payment Methods
  3. Select Credit Card from the dropdown and click the Add button
  4. Enter your credit card details and click Save in the bottom right of the window.


How did we do?