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How to Update Your Firm Payment Method

Your firm's payment method is charged for your bookkeeping seat subscription and advisory billing. Keeping it current prevents service interruptions.

Your firm's payment method is charged for your bookkeeping seat subscription and advisory billing. Keeping it current prevents service interruptions.

Subscriptions & billing page — payment method section

Subscriptions & billing page — payment method section

What You Can Do

  1. Navigate to Subscriptions & billing.
  2. Scroll to the 'Payment method' section.
  3. Click 'Update payment method' or 'Add card'.
  4. Enter the new card details in the secure form.
  5. Click 'Save' — the new payment method is applied to future invoices.
  6. The previous card is removed or kept as a backup depending on your setting.

💡 Good to Know: Payment method changes take effect on your next billing cycle or immediately if there is a past-due balance.

💡 Good to Know: Sumung uses PCI-compliant payment processing — card details are never stored on Sumung servers.

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