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How to update my Payment method in HeyReach?

Updated over 2 weeks ago

Managing your payment methods is simple and fully self-service. You can add, update, remove payment cards, or change your default payment method whenever you need.

We currently support Visa, Mastercard, American Express, and more, along with Google Pay for subscription payments. πŸš€

🧠 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



πŸ’³ 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.
​
πŸ‘‰ Learn more about Link here

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

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


Using Google Pay

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!

βœ… 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.

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