FAQs
      Back to home
      1. Patch Retention Help Center
      2. Troubleshooting & FAQs
      3. FAQs

      How to update My Payment Information

      Use the Patch portal to update your payment method on file.


      This is a quick guide on how to update your payment information, for more complete details about the Billing section in the Account Settings, click here.

      In this article:

      1. Navigate to the Billing Settings
      2. Add a new payment method
      3. Confirm new Default Payment


      Step 1: Navigate to the Billing Settings

      Log in to the Patch portal and go to the Account Settings.

      • Use your login credentials for the portal: app.patchretention.com
      • Go to your Account Settings by clicking on your business name in the upper left corner and select the option from the drop-down menuScreenshot 2024-09-11 at 2.54.32 PM
      • Select the ‘Billing’ optionScreenshot 2024-09-11 at 2.59.22 PM


      Step 2: Add a New Payment Method

      Create a new payment method. 

      • In the 'Payment Methods' section, click on the colored (+) sign to Add a New payment source.
        How_to_update_my_payment_info2.png


      • Choose the Credit Card option to add a Credit or Debit card on file.

        How_to_update_my_payment_info3.png

      • Enter the card details.

        How_to_update_my_payment_info4.png

      • It is required to check the box for the temporary hold.
        Be sure to select ‘Make Default Payment Method’ to use this card moving forward as the primary card!

      • You ALSO have the option to add your bank account instead of a card.
        Select 'ACH' to use this option.

        Screenshot 2024-09-10 at 4.45.11 PM

      Step 4:

      Confirm the new updated payment information on file.

      • Confirm the NEW (Default) payment option listed in the Payment Methods!

        How_to_update_my_payment_info5.png

        This will confirm your new card is updated to be the Default Card!

      Customer Support

      If you need help or need assistance determining next steps, please contact our Customer Support team by phone at 888.605.4429 or email at success@patchretention.com.