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ROPE-26: Move payment methods #8741

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merged 5 commits into from
Oct 24, 2023
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ROPE-26: Move payment methods #8741

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c15ea31
Added docs for moving subscriptions to another card
raiderrobert Oct 13, 2023
fb7f475
added in docs for moving a single site
raiderrobert Oct 13, 2023
3ddd6e5
Merge branch 'main' into ROPE-26-move-credit-cards
Oct 13, 2023
bce67fa
No longer want to make changes here.
Oct 20, 2023
5d457b8
Updated docs
Oct 20, 2023
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46 changes: 43 additions & 3 deletions source/content/guides/account-mgmt/billing/05-methods.md
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Expand Up @@ -119,16 +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

<Alert title="Note" type="info" >

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.

</Alert>

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**.