Summary
How to add or update a credit card via the Customer or Partner Portal
Description
- Customers click here for instructions
- Login to the Customer Portal as the primary contact.
- Select My account from the top menu, then add a new card from the drop-down menu. Note: If a message appears referencing no access, then you are not logged in as the primary contact.
- Enter required information in following fields:
- Card Number:
- Card Type:
- Card Holder
- Expiry Date:
- Click Submit
- First message box will read: The card is being validated before saving. (Window will close automatically.)
- Second message box will read: The card has been successfully saved. Please close this window.
- Click the red X in the upper right-hand corner to close window
- Channel Partners click here for instructions.
- Login to the Partner Portal as the primary contact.
- Select Account Management from the side navigation menu, then add new card from the drop-down menu. Note: If a message appears referencing no access, then you are not logged in as the primary contact.
- Enter required information in following fields:
- Card Number:
- Card Type:
- Card Holder
- Expiry Date:
- Click Submit
- First message box will read: The card is being validated before saving. (Window will close automatically.)
- Second message box will read: The card has been successfully saved. Please close this window.
- Click the red X in the upper right-hand corner to close window
- To update CC expiration date click here.
- Login as the primary contact
- Select Account Management from the side navigation menu
- Select Update my Cards to update expiry code. (Click Edit beside the card you wish to update)
- Update expiration dates in Expiration Month / Year fields
- Click Submit
- Message box will appear at bottom of screen: The expiration date on the card has been successfully updated
- Message box will appear at bottom of screen: The expiration date on the card has been successfully updated
- Log out of the Partner Portal
For further assistance, please contact our Customer Service team at 866-996-7243.