Your card on file is charged at the commencement of your billing cycle, which can be monthly or yearly depending on your plan. Changing your card on file updates the debit or credit card Recruit CRM uses to charge your subscription at the start of each billing cycle. Once you save the new card in your billing settings, all future recurring subscription charges will be attempted using the updated payment method that is set as default.
You may want to update your card if:
Your current debit or credit card has expired or is about to expire.
Your organization has changed its primary business card.
You want future subscription charges to be billed to a different debit or credit card.
How to change your card on file on Recruit CRM?
1. Go to Admin Settings & click on Plans & Billing.
2. Select the Payment Method(s) option and click on Add Payment Method.
3. After entering the details, click on Add Payment Method to save your changes.
Troubleshooting
Problem: You cannot access the Plans and Billings section
Problem: You cannot access the Plans and Billings section
Likely cause: Your user role does not have access to Admin Settings.
What to check: Confirm with an account administrator whether your account is allowed to view billing settings.
Resolution: Ask an administrator or the account owner to either update the card for you or grant you access to Admin Settings.
FAQs
When will my new card be charged after I update it?
When will my new card be charged after I update it?
After you update and save the new card, future charges at the start of each billing cycle will use that card.
Can I change my card at any time?
Can I change my card at any time?
Yes. You can replace your card at any point by going to Admin Settings, opening Plans and Billing, and updating the payment method.
Does changing my card affect my current plan or billing cycle?
Does changing my card affect my current plan or billing cycle?
No. Updating the card only changes the payment method. Your selected plan and billing cycle (monthly or yearly) remain the same.
Conclusion:
You're all set! If you encounter any issues while updating your card, please contact our support team for assistance.