How can I change the payment method?

Your payment method needs to be updated if there is a problem with the current one or, for example, if your credit card details have been changed.

This is how you change the payment method:

• In the ApprovalMax product interface, click on "Billing & Subscriptions" under your initials/logo in the top right-hand corner.
  
  
• Go to the "Subscriptions" tab.
  
• Click on the "UPDATE YOUR PAYMENT DETAILS" button.
  
  
  
• You’ll have the option to add new credit card details, or change your payment method*:
  
  *Depending on the GEO, different payment options are available.

Please note: Changing billing details triggers an early renewal of your subscription and you’ll be charged the full monthly / annual price at this point. However, you will not lose money because the next billing cycle will be adjusted factoring in this early renewal.

Note: Change of payment method for the subscriptions purchased in Xero app store differs and is done on Xero side.

• Related Articles

• How to add a bank account in Xero and assign it to a payment method in Dext

  You need to specify a bank account under "Payment methods" in Dext if you want your cost items to go through a predefined approval process in ApprovalMax and get published as "Paid" in Xero once approved. This is how it works: Create a bank account ...

• How to add a Bank Account in QuickBooks Online and assign it to a Payment Method in Dext

  You need to specify a valid Bank Account under the Payment Methods in Dext if you want your cost items to go through a predefined Expense Approval process in ApprovalMax.  This is how it works: Create a Bank Account in QuickBooks Online (or make sure ...

• How can I start a paid subscription?

  If you are using a free ApprovalMax trial and want to continue working with your ApprovalMax Organisation, you need to start a paid subscription. This is how you start a paid subscription: To start a paid subscription, please click on "MANAGE" in the ...

• Can I have multiple subscriptions?

  It's possible to have any number of subscriptions under the same ApprovalMax account. Each subscription is independent in terms of: Number of Organisations Billing cycle and related invoices Payment method ApprovalMax plan and other details ...

• Why does the link to a Batch Payment in Xero state that it's been deleted when it was approved in ApprovalMax?

  There are two possible reasons for why Batch Payments created and approved in ApprovalMax are shown as Deleted in Xero: The Batch Payment was removed in Xero after its approval The Batch Payment was changed in Xero after its approval Unfortunately, ...