User role required: Financial office staff and above
Commusoft collects payment for your subscription using the payment method chosen when your account was set up. This is a credit or debit card, a direct debit (UK), or an ACH mandate (US). Your billing dashboard lets you manage the details of that method, such as updating a card or changing the bank behind a mandate.
Managing your stored cards
These steps apply if your account is set up to pay by a credit or debit card. From your billing dashboard you can add a card, set which one is used by default, or remove one.
➡️ Click your Profile icon > Billing
The page opens on the Overview tab. Your saved cards appear in the Credit card panel, which also shows how many cards are stored.
Adding a card
In the Credit card panel, click Add new card.
You're redirected to Stripe, our secure payment provider, to enter your details.
Enter your Card information, Cardholder name, and Country or region.
Click Save.
You're returned to your billing dashboard, and the new card appears in the Credit card panel.
Notes
Your card details are entered and stored securely by Stripe, not within Commusoft.
The page will reload automatically, do not manually reload the screen while the details are being saved.
Setting a default card
If you store more than one card, you can choose which one Commusoft uses first. The default card is used for automatic payments, and any others are kept as a backup.
In the Credit card panel, find the card you want to use.
On a card marked Secondary, click Set default.
Confirm your choice when prompted.
The selected card is now labeled Default.
Deleting a card
In the Credit card panel, find the card you want to remove.
Click Delete on that card.
Confirm when prompted to remove the card.
Important: Keep at least one valid card or an active mandate on file. Without a working payment method, your invoices can't be paid automatically and may become overdue.
Setting up or changing your direct debit or ACH mandate
Your mandate appears in the Direct debit details panel (UK) or the Direct debit - ACH panel (US) on the Overview tab. The setup differs by region: UK customers complete a direct debit form in Commusoft, while US customers connect a bank account through Stripe.
Setting up a direct debit (UK)
On the alert banner, click Set up new Direct debit, or click Edit in the Direct debit details panel.
In the Setup direct debit wizard, select Change bank account, then click Continue. For a new mandate, this option is selected by default.
Confirm whether the account is in your name, and whether you're the only signatory required to authorize it.
Complete your Personal details, then check the Debit details for your first payment date and frequency.
Enter your Bank Details: account name, account number, and sort code.
Read the Direct Debit Guarantee, then click Continue.
Review the summary and click Continue to submit. Your panel updates and the status shows Active.
Setting up an ACH mandate (US)
On the alert banner, click Set up new ACH/Direct Debit, or click Change bank in the Direct debit - ACH panel.
You're redirected to Stripe to connect your bank account.
Enter your Full name, then search for your bank or click Enter bank details manually.
Click Set up bank account.
Select the account you want to connect, then click Connect account.
On the confirmation screen, click Continue to return to your billing dashboard.
Note: Connecting your bank through Stripe is instant. Entering bank details manually can take 1 to 2 business days to verify.
Common questions
How do I pay an invoice that's overdue?
How do I pay an invoice that's overdue?
If your saved card expires or your mandate is cancelled, automatic payments stop and any new invoices become overdue. Click Pay now on your billing dashboard to settle the outstanding balance, then update your payment method so future invoices are paid automatically. You can review all your invoices and past payments in Viewing invoices, credit notes, and payment history.
How do I update my card if it has expired?
How do I update my card if it has expired?
If your card has expired, automatic payments stop until you replace it. Add a new card from the Credit card panel using Add new card, then set it as your default.
What do I do if my direct debit or ACH mandate was cancelled?
What do I do if my direct debit or ACH mandate was cancelled?
If your mandate is cancelled, an alert appears on your billing dashboard. Click Set up new Direct debit (UK) or set up a new ACH mandate (US) to re-establish your payment method before your next billing cycle.
Can I store more than one card?
Can I store more than one card?
Yes, you can store multiple cards on your billing dashboard. One is set as the Default for automatic payments, and the others are kept as a backup.
Can I change my payment method?
Can I change my payment method?
If your account pays by a credit or debit card, you can move to ACH or Direct Debit yourself. A switch option appears on your billing dashboard when card is your current method. Select it to change your payment method, then connect your bank account using the steps above. Once set up, you cannot revert the payment method used.