Update credit card information

Update the credit card for your Tidyflow subscription in the Stripe billing portal.

Update your subscription card

Only workspace Owners can open the Stripe billing portal. Admins and Standard users do not see Subscription in Settings, so ask an Owner to update the card.

1. In the firm app, go to Settings > Subscription.
2. Click Manage subscription to open the Stripe billing portal.
3. On Overview, select your plan under Active plans, then click Change payment method.
4. Click Add payment method, enter your card details, and click Add payment method.
5. Select the new card and click Save.

Your plan now shows the new card under Payment method.

Remove an old or expired card

In the Stripe billing portal (Settings > Subscription > Manage subscription), select Wallet, open the menu next to the old card, and choose Delete. Update your subscription card first.