From c15ea311cb795f745b458885e790593e907cecdb Mon Sep 17 00:00:00 2001 From: Robert Roskam Date: Fri, 13 Oct 2023 11:47:03 -0400 Subject: [PATCH 1/4] Added docs for moving subscriptions to another card --- .../content/guides/account-mgmt/billing/05-methods.md | 11 +++++++++++ 1 file changed, 11 insertions(+) diff --git a/source/content/guides/account-mgmt/billing/05-methods.md b/source/content/guides/account-mgmt/billing/05-methods.md index a10a91403f..5b89e04075 100644 --- a/source/content/guides/account-mgmt/billing/05-methods.md +++ b/source/content/guides/account-mgmt/billing/05-methods.md @@ -84,6 +84,17 @@ Deleting a card profile from your account will also delete its associated billin 1. Select **Yes, I want to delete it**, then click **Delete**. +### Move Subscriptions to Another Payment Method + +1. [Go to your Personal Workspace](/guides/account-mgmt/workspace-sites-teams/workspaces#switch-between-workspaces), click **Settings**, then select **Payment Methods**. + +1. Click **View Details** for the payment method you want to move subscriptions from. + +1. Click **Actions**, then click **Move Subscriptions**. + +1. Select the new payment method you want to use, then click **Save**. + + ### View History 1. [Go to your Personal Workspace](/guides/account-mgmt/workspace-sites-teams/workspaces#switch-between-workspaces), click **Settings**, then select **Payment Methods**. From fb7f4750d97f1d504b5fa24af29365a37e842984 Mon Sep 17 00:00:00 2001 From: Robert Roskam Date: Fri, 13 Oct 2023 11:51:48 -0400 Subject: [PATCH 2/4] added in docs for moving a single site --- .../content/guides/account-mgmt/billing/07-invoices.md | 9 +++++++++ 1 file changed, 9 insertions(+) diff --git a/source/content/guides/account-mgmt/billing/07-invoices.md b/source/content/guides/account-mgmt/billing/07-invoices.md index f2ebdb3df5..9dbd5d2668 100644 --- a/source/content/guides/account-mgmt/billing/07-invoices.md +++ b/source/content/guides/account-mgmt/billing/07-invoices.md @@ -86,3 +86,12 @@ The account tier and cost is displayed on the Subscriptions page. You can also v By default, sites are listed by name. You can sort according to your preference. For more information on a site in your Personal Workspace, you can click the site name in the Site Subscriptions table or click the **Sites** tab. Additionally, you can filter sites by site plan or payment method. + +#### Move Site Subscriptions to Another Payment Method + +1. [Go to your Personal Workspace](/guides/account-mgmt/workspace-sites-teams/workspaces#switch-between-workspaces), click **Settings**, then select **Subscriptions**. + +1. Find the site subscription you want to another payment method, click **Actions**, then click **Change Payment Method**. + +1. Select the new payment method you want to use, then click **Save**. + From bce67fad1ffbc69cf52ff4d1d4e21fe4ae458cd5 Mon Sep 17 00:00:00 2001 From: "robert.roskam" Date: Fri, 20 Oct 2023 10:00:03 -0400 Subject: [PATCH 3/4] No longer want to make changes here. --- .../content/guides/account-mgmt/billing/07-invoices.md | 9 --------- 1 file changed, 9 deletions(-) diff --git a/source/content/guides/account-mgmt/billing/07-invoices.md b/source/content/guides/account-mgmt/billing/07-invoices.md index 9dbd5d2668..f2ebdb3df5 100644 --- a/source/content/guides/account-mgmt/billing/07-invoices.md +++ b/source/content/guides/account-mgmt/billing/07-invoices.md @@ -86,12 +86,3 @@ The account tier and cost is displayed on the Subscriptions page. You can also v By default, sites are listed by name. You can sort according to your preference. For more information on a site in your Personal Workspace, you can click the site name in the Site Subscriptions table or click the **Sites** tab. Additionally, you can filter sites by site plan or payment method. - -#### Move Site Subscriptions to Another Payment Method - -1. [Go to your Personal Workspace](/guides/account-mgmt/workspace-sites-teams/workspaces#switch-between-workspaces), click **Settings**, then select **Subscriptions**. - -1. Find the site subscription you want to another payment method, click **Actions**, then click **Change Payment Method**. - -1. Select the new payment method you want to use, then click **Save**. - From 5d457b8fd31a457540a6cd8325c8dc169ccf07b3 Mon Sep 17 00:00:00 2001 From: "robert.roskam" Date: Fri, 20 Oct 2023 10:34:53 -0400 Subject: [PATCH 4/4] Updated docs --- .../guides/account-mgmt/billing/05-methods.md | 57 ++++++++++++++----- 1 file changed, 43 insertions(+), 14 deletions(-) diff --git a/source/content/guides/account-mgmt/billing/05-methods.md b/source/content/guides/account-mgmt/billing/05-methods.md index 5b89e04075..fca9652c66 100644 --- a/source/content/guides/account-mgmt/billing/05-methods.md +++ b/source/content/guides/account-mgmt/billing/05-methods.md @@ -84,17 +84,6 @@ Deleting a card profile from your account will also delete its associated billin 1. Select **Yes, I want to delete it**, then click **Delete**. -### Move Subscriptions to Another Payment Method - -1. [Go to your Personal Workspace](/guides/account-mgmt/workspace-sites-teams/workspaces#switch-between-workspaces), click **Settings**, then select **Payment Methods**. - -1. Click **View Details** for the payment method you want to move subscriptions from. - -1. Click **Actions**, then click **Move Subscriptions**. - -1. Select the new payment method you want to use, then click **Save**. - - ### View History 1. [Go to your Personal Workspace](/guides/account-mgmt/workspace-sites-teams/workspaces#switch-between-workspaces), click **Settings**, then select **Payment Methods**. @@ -130,16 +119,56 @@ To add a payment method to a site: To change the card used to bill a site: +1. [Go to your Personal Workspace](/guides/account-mgmt/workspace-sites-teams/workspaces#switch-between-workspaces), click **Settings**, then select **Subscriptions**. + +1. Click the **Actions** dropdown next to the site you’d like to update. + +1. Click **Change Payment Method** + +1. Here you can change the payment method for that site to another card you have on file or add a new card. + +Alternatively, you can: + 1. [Go to the Site Dashboard](/guides/account-mgmt/workspace-sites-teams/sites#site-dashboard) for the site. -1. Go to the **Billing** tab and click **Remove Card**. +1. Go to the **Billing** tab and click **Change Card**. + +1. Here you can change the payment method for that site to another card you have on file or add a new card. + +### Change the Card Used to Bill Multiple Sites + +1. [Go to your Personal Workspace](/guides/account-mgmt/workspace-sites-teams/workspaces#switch-between-workspaces), click **Settings**, then select **Payment Methods**. Here you can see all cards you have on file and a count of how many sites are billed to each card + +1. Click the **View Details** on the card you wish to move multiple sites away from. + +1. Click the **Actions** dropdown, click Move Subscriptions. + +1. Click **Change Payment Method** + +1. Here you can change the payment method to another card you have on file or add a new card. -1. Click **Add Card**, and follow the steps in the [previous section](#add-a-site-specific-payment-method) to bill this site to a different card. ### Delete a Site-Specific Payment Method + + +In order to delete a payment method, any associated site(s) must first either be downgraded to Sandbox or moved to a different payment method. +Refer to [upgrade the site plan](/guides/account-mgmt/plans/07-site-plans.md) for more information. + + + To delete a payment method: -1. [Go to the Site Dashboard](/guides/account-mgmt/workspace-sites-teams/sites#site-dashboard) for the site. +1. [Go to your Personal Workspace](/guides/account-mgmt/workspace-sites-teams/workspaces#switch-between-workspaces), click **Settings**, then select **Payment Methods**. Here you can see all cards you have on file and a count of how many sites are billed to each card + +1. Click the **View Details** on the card you wish to move multiple sites away from. + +1. Click the **Actions** dropdown, click Move Subscriptions. + +1. Here you can change the payment method to another card you have on file or add a new card. + +Alternatively, you can + +1. [Go to the Site Dashboard](/guides/account-mgmt/workspace-sites-teams/sites#site-dashboard) for a Sandboxed site. 1. Go to the **Billing** tab and click **Remove Card**. \ No newline at end of file