Your Credit Cards and Direct Debit Mandates will list on the Payment Methods page on your Profile. You can manage these Payment Methods along with your Billing Addresses from this page.

Manage Credit Cards:

Create a New Credit Card:

Your current credit cards will display in the Credit Card section on the Payment Methods page.

To create a new credit card:

  1. [Click] the New Credit Card button. The New Credit Card modal will open.

  2. [Enter] a name in the Card Holder Name field.



  3. [Enter] the credit card number in the Card Number field.
  4. [Enter] the CVV in the CVV field.
  5. [Select] the expiration month from the Exp Month picklist.
  6. [Select] the expiration year from the Exp Year picklist.
  7. In the Billing Address section, [Select] an existing address from the available Known Addresses or create a new address by [Clicking] New Address. See the Manage Billing Address section for information on creating and editing Billing Addresses.
  8. [Click] Save to create your new credit card. It will display in the Credit Card section with other active credit cards.

Edit Card Holder Name:

You can edit the card holder name for an existing credit card, but you cannot change the credit card number. If you need to change a credit card number, you should delete the credit card in question and create a new one with the correct number.

To edit a credit card holder's name:

  1. [Click] the pencil icon next to the desired billing address. The Edit Credit Card modal will open with options to edit the card holder name and a list of the user’s Known Addresses.


  2. [Enter] a new name in the Card Holder Name field.



  3. [Click] Save to save your changes. The new name will display in the Full Name column in the Credit Card section.

Delete Credit Card:

To delete a credit card from your Payment Methods:

  1. [Click] the trash can icon for the credit card row you want to delete. The Delete Payment Method confirmation message will open.



  2. [Click] Delete. The credit card will be deleted from your Payment Methods.

Manage Billing Addresses:

Edit an Existing Billing Address:

Billing Addresses will display alongside the associated payment method in the Credit Cards section.

To edit a Billing Address:

  1. [Click] the pencil icon next to the desired billing address. The Edit Credit Card modal will open with options to edit the card holder name and a list of the user’s Known Addresses.



  2. To edit the address, [Click] the Edit button for an available address. The modal will navigate to the Edit Billing Address page with fields to edit the address.



  3. [Edit] the address name in the Name field.



  4. [Select] a new address Type.



  5. [Enter] a new address in the Address field. The field will automatically populate with addresses. [Select] from the options generated.



  1. Alternatively, [Check] Enter Address Manually to manually enter the address in the Street, City, State, Country, and Zip Code fields. The Address field will gray out.



  2. [Enter] text in the Street, City, and Zip Code fields. [Select] the country and state form the Country and State picklists.

  • [Enter] any additional information in the Additional Details field.

  • [Select] Save to complete edits and return to the Edit Credit Card modal.

  • [Click] Save to save the changes to the address and return to the Payment Methods page.

  • Create a New Billing Address:

Portal users can also create a new Billing Address from this window in the Edit Credit Card modal.

To add a new address:

[Click] the pencil icon next to the desired billing address. The Edit Credit Card modal will open with options to edit the card holder name and a list of the user’s Known Addresses.



[Click] the + New Address button. The New Billing Address page will open with fields to create a new address.



  1. [Click] the + New Address button to enter a new address. The New Address window will open.



  2. [Enter] a name for the address in the Name field.



  3. [Select] an address Type.


  4. Begin to [Enter] the address into the Address field. The field will populate automatically with addresses. [Select] from the options generated.



  1. Alternatively, [Check] Enter Address Manually to manually enter the address in the Street, City, State, Country, and Zip Code fields. The Address field will gray out.



  2. [Enter] text in the Street, City, and Zip Code fields. [Select] the country and state form the Country and State picklists.

  • [Enter] any additional details in the Additional Details field.

  • [Select] Save to complete creating the new address and return to the Edit Credit Card modal. The new address will be selected as the Billing Address for the payment method.
  • [Click] Save to save your changes. The new address will show up as the Billing Address for the payment method as well as in the Address Book.

Manage Direct Debit Mandates:

Create New Direct Debit Mandate:

Portal users can set up a Direct Debit Mandate and avoid having to process a Sales Order.

Direct Debits do not support multiple order payments.


[Click] the Payment Methods menu item on the Profile page.To set up a Direct Debit Mandate from a Community Profile:

  1. [Scroll] down the Payment Methods page to the Direct Debit section.

  2. [Click] + New Direct Debit Mandate. The Direct Debit Mandate Creation page will open.



  3. [Enter] your information in the appropriate fields. Include your sort code and account number in the appropriate fields.



  1. To enter an IBAN code instead of a sort code, [Click] or enter IBAN. An IBAN field will replace the Your sort code and Your account number fields.

  • [Enter] your address information in the Billing Address, Town or City, and Post Code fields.

  1. [Click] or find your address to generate your address from your post code.



  •  If more than one person is required to authorize, [Check] More than one person is required to authorise Direct Debits. Further directions will be provided after completing the mandate.



  • [Click] Set up Direct Debit to create the mandate. You will navigate to the confirmation page.

  • The confirmation page will display all of the details from the mandate. Check to make sure the information is correct and[Click] Confirm to confirm your details. [Click] Change to return to the previous page and change your information.



  1. If you checked More than one person is required to authorise Direct Debits, [Click] View your Direct Debit instruction to access a PDF instruction sheet that will be signed by all people required to authorize the Direct Debit Mandate.


The new Direct Debit Mandate will appear in the Direct Debit section.

Delete Direct Debit Mandate:

To delete a Direct Debit Mandate from your Payment Methods:

  1. [Click] the trashcan icon associated with the Direct Debit Mandate you want to delete.



  2. A Cancel Mandate window will open. [Click] Confirm to complete deleting the mandate. Once this Mandate is deleted, you cannot create any future payments for it.