Add a new credit card for automatic payments

Are you adding a card to lift a Complyfile billing suspension? Follow these steps instead.

To make automatic payments for a Complyfile subscription using a new credit card, add the card to your Complyfile billing account and make it your primary payment method. Complyfile accepts international payments from Visa, Mastercard, and American Express.

To add a new credit card as your primary payment method:

  1. Sign into your Complyfile Admin dashboard.
  2. Click Billing.
  3. Next to your subscription, click and choose Access billing account.
  4. At the top of your Billing page, click Billing settings.
  5. Scroll to Your selections and click Add a new payment method.
  6. Select Credit or debit card. You'll be taken to our financial payment provider Stripe's secure webpages. Then enter your card number and other information.
  7. (Important) Check the box to make this your Primary payment method.
  8. Click Save.
Once we authorize your card, Complyfile will stop charging automatic payments to your old primary payment method and start charging your new card, instead.

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