How do I change the card we pay with?
Update it from Payment method in your account. The card is saved after the first successful payment, and it can be swapped but not removed while a subscription is running.
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The card on file is the one we charge when your subscription renews. You will find it in your account under Manage subscription, in the Payment method section.
Changing it
Press Update card. A secure Paddle form opens, you enter the new card, and it replaces the old one. Card details go to Paddle, who handle our payments; they are never stored by Worktivity.
The new card can take a few moments to appear on the page after you save it. If it has not shown up, reload rather than entering it a second time.
If it says no card is saved
Your card is saved the first time a payment actually goes through, not when you first pick a plan. On a trial, or in the gap between checkout and the first charge, the section is empty and that is normal.
If the card has expired
The section says so, with the expiry month and year. The next renewal will fail unless you update it.
A failed renewal does not delete anything. Your data, people and history stay where they are; tracking stops when the paid period runs out, and starts again as soon as a payment goes through.
Removing the card
You cannot remove a card while a subscription is running, because it is what keeps the plan paid. You can swap it for a different one at any time.
If you want to stop paying altogether, cancel the subscription. Access continues to the end of the period you have already paid for.
If the card form will not load
The form comes from Paddle, so a content blocker or an ad blocker is the usual reason it does not appear. Reload the page with the blocker off, or try another browser. Your saved card is unchanged either way and the subscription keeps renewing normally.
Some subscriptions are not paid by card at all, for example when they are invoiced or came through a partner. In that case the section tells you the details cannot be shown or changed here, and any change goes through us.
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Related articles
How do I change or cancel my plan?
A plan or seat change is applied immediately and prorated; a cancellation takes effect at the end of the period you have already paid for.
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Where do I find my invoices?
Subscription invoices sit under Billing history on the subscription screen; the invoices you issue to your own customers are a different screen.
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Still stuck?
Three different questions, three different places to ask them.