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How to add payment method in HeyReach?

Add, update, remove payment cards, or change your default payment method whenever you need.

HeyReach currently supports Visa, Mastercard, American Express, and more, along with Google Pay for subscription payments.

⚠️ You must be an admin in your HeyReach organisation in order to access Billing.

Accessing Billing settings

Follow these steps to access the payment method section:

  1. Log in to your HeyReach account.

  2. Click the Settings icon (bottom-left corner).

  3. Select Billing from the menu.

  4. Click on Billing details, navigate to Payment methods.

Adding a payment method

If you're still on a free trial, you may not have any payment methods listed yet.

To add one:

  1. Click Add new payment method.

  2. Choose your preferred option:

    • Card

    • Google Pay


💳 Adding a payment card

Enter the following details:

  • Card number

  • Expiration date

  • Security code (CVV)

  • Country

  • ZIP/postal code

You may also see an option to use Link for faster checkout. This is optional, just check "Save my information for faster checkout" if you want to enable it and proceed further.

⚠️ By adding a card, you authorize HeyReach to charge it for future subscription payments in line with our terms.

✅ After saving, a confirmation pop-up will appear at the bottom of the screen:
"Payment method successfully added."

Adding Google Pay as your Payment method

To pay with Google Pay:

  1. Select Google Pay.

  2. Click Save payment method.

  3. Choose your preferred card in the popup window.

That’s it!

✅ After saving, a confirmation popup will appear at the bottom of the screen:
"Payment method successfully added."

Managing Multiple Cards

You can add more than one card by clicking Add new payment method button again.

🚨 When you add a new card, it automatically becomes your default payment method, and all future charges will be made on this card instead of the previous one. Don’t worry, you can easily switch it back, just scroll down to see how ⬇️

To manage existing cards:

  • Click the three dots next to any card.

  • Choose Set as default to make it your primary payment method.

  • Or select Delete to remove it.

The default card will be used for your recurring billing automatically.


Troubleshooting common issues

  • No Active Subscription: Users without an active subscription cannot update their payment methods. To proceed, you may need to reactivate your subscription or contact support for assistance.

  • Repeated Login Prompts: If accessing the payment update link prompts repeated logins, try using an incognito browser window or clearing your browser cache.


Special scenarios

  • Updating Before Paying an Invoice: To update your payment card before paying a pending invoice, navigate to Settings > Billing > Billing Details. Update your card information, then return to the Invoices section to complete the payment.

  • Timing of Changes: When you update your payment card, the new card will be charged starting from the next billing cycle. Charges already processed on the previous card will not be refunded automatically.

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