Updating your credit card or changing your payment method

How to update your credit card

First of all, you would need to have the Organization Admin permission for to access billing.

Here is a how-to video (short 80-second video):

Here are the steps:

1. In your Pie account, click your avatar (the icon with your initials or your photo) in the upper left of the menu bar and in the dropdown, select Workspaces (it's not in the Account page).
2. Find your organization bar, move your mouse over the bar, and click the BILLING button to the right.
3. This opens the BILLING page with the PLAN tab selected.
4. Scroll down to section called "Credit card on file" and click the pencil icon to go into edit mode. This will clear the credit card data.
5. Enter the credit card name, number,  expiration date, and CCV (3-digit card security number).
6. Click Update.
7. That's it.

How to update your ACH bank information

1. First of all, you would need to have the Organization Admin permission for to access billing.
2. In your Pie account, select your upper left avatar dropdown and click Workspaces.
3. Find the organization that you want to update.
4. Click the bar and then select the BILLING button to the right. 
5. Scroll to the bank information ACH section and click the pencil icon to update.
6. Make your changes.
7. Click Apply.

Switching from one payment method to the other

You can change from credit card payment to ACH payment or the other way around.

1. First of all, you would need to have the Organization Admin permission for to access billing.
2. In your Pie account, select your upper left avatar dropdown and click Workspaces.
3. Find the organization that you want to update.
4. Click the bar and then select the BILLING button to the right. 
5. Scroll to the payment option radio buttons section and just click the other option.
6. Follow the rest of the instructions on the screen.

The system will remember your other option unless you delete that option's data.