How add or remove a payment method in Billing

Before we get started 

Take note

• You can only add or remove your payment details if you have the role responsibility of being an "owner" of the organization.
• You can only add or remove payment details via the web portal. 

Update payment details

Step 1: Sign in to the Capptions Direct web portal

Sign in to your Capptions Direct account using the link

Step 2: Select an organization 

Click on the drop-down arrow in the top left-hand corner and select the organization you want to update your billing information for. 

Step 3: Click on "Billing"

Step 4: Click "Access Billing Portal"

You will be redirected to your stripe account

Step 5: Add a new  payment method 

For active subscriptions, you must first add a new payment method before removing an old one, to ensure payments do not get disrupted. The new payment method will automatically be made the default payment method 

Step 6: Remove the old payment method

And that's how easy it is! 

We hope this article is helpful in updating your payment method. If you have any questions or concerns, please do not hesitate to contact our customer support team at support@capptionsdirect.com. 

Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!