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Add or Remove Card

Updated on : September 7, 2022

You can manage your payment methods in Bold Desk. In this article, I will give you a walkthrough of how to add, delete, and set as default the payment methods for your BoldDesk subscription.

Adding Payment Method

To add the payment method, follow the given steps:

  1. Go to the Admin page.
  2. Open the Billing and Subscription option.

Billing and Subscription Option
Billing and Subscription Option

  1. Select Payment in the left navigation menu of the subscription portal.


Payment Option
Payment Option
  1. Select the Add Card option. The add payment method pop-up window will be shown.


Add Card Pop-up Window
Add Card Pop-up Window
  1. Enter the card’s details and click the Add Card button.

Add Card Details
Add Card Details
  1. The new payment method will be added and shown on the payment page.

New Payment Details
New Payment Details

Note: To charge the payment method for the upcoming invoice, check the Use as the default payment method in the checkbox and click the Add Card button.

Setting a payment method as default

To set a payment method as default, follow the given steps:

  1. Go to the Admin page.
  2. Open the Billing and Subscription option.


Billing and Subscription Option
Billing and Subscription Option
  1. Select the Payment option in the left navigation menu of the subscription portal to navigate to the payment page.

Payment Option
Payment Option

  1. Select the card you wish to set as default and click Set as default. The confirmation pop-up window will be shown.

Set as Default Option on the Card
Set as Default Option on the Card

  1. Click the Set as Default button to mark the selected payment method as default.

Set as Default Confirmation Window
Set as Default Confirmation Window

Note: Subscription payments will be collected on the default card.

Deleting a Payment Method:

To delete a payment method, follow the given steps:

  1. Go to the Admin page.
  2. Open the Billing and Subscription option.

Billing and Subscription Option
Billing and Subscription Option
  1. Select the Payment option in the left navigation menu of the subscription portal to navigate to the payment page.

Payment Option
Payment Option

  1. On the payment page, select the card you wish to delete and click the Delete option. The confirmation pop-up window will be shown.

Delete Option
Delete Option

  1. Click the Delete Card button to delete the payment method.

Delete Card Confirmation Window
Delete Card Confirmation Window

Note: You cannot delete the default payment method.

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