How do I update my billing info?

Note:  Only the Portfolio Owner can view and update billing information!  

 

I am logged into Propared as the Portfolio Owner

  1. Click on the User Menu in the upper right hand corner of the browser window.
  2. Select the '$ Subscription' underneath your Subscription 
  3. Select the 'Manage Subscription' button (This will open another browser window)
  4. Edit your Billing Information and click 'Update'

 

I am not logged into Propared as the Portfolio Owner, but I manage the Billing Information!

  1. Click on the chat bubble in the lower right hand corner of the screen and let us know!
  2. We can send you a customized link to be able to update your billing information without logging in.  (note, you will not be able to see existing billing information with this link)

Demonstration:

 

 

 

 

Adding a CC Email for Billing Contact

We can add a billing email CC to your account for you.  Just chat with us in the bottom right corner and tell us which email address you want to add!  We'll take care of it for you.


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