How do I change a Payment Method on a plan?

Modified on Tue, 22 Sep at 10:46 AM

How do I change a Payment Method on a plan?

This document explains the process of changing payment methods on an active plan.

Additional Information

Before you start: You can either add a new payment method or select an existing one — both options are covered separately below. Payble does not support editing an existing payment method. When details change (for example, a replacement card or updated bank account details), a new payment method is created in Payble and assigned to the existing plan. The original remains stored against your profile unless removed. For more on how payment methods are stored, see Storing payment methods within Payble.

 

How-to

Step 1: Sign in to your account

 

To make changes or view your plan in Payble, sign in using the exact same authentication method you used when setting up your plan — this is the mobile or email (if supported by your council) that you used to create the plan. You will not be able to view your plan if you authenticate with a different method.

 

Sign-in screen for accessing your payment plan

 

Step 2: Return to your Home page

 

After signing in, if your plans and payments don’t appear right away, click your council's logo at the top of the page to return to your profile, or use the Home button. On a desktop/laptop browser, the Home button is located on the top banner.

 

Home button location on desktop or laptop browser

 

On a mobile or tablet browser, the Home button is located under the menu button.

 

Home button location under the menu on mobile or tablet browser

 

Step 3: Open your active plans

 

Once you are on your Home page, click the Active Plans box.

 

Active Plans box on the Home page

 

Step 4: Select the plan and view its details

 

Scroll to the plan you want to modify, then click View details.

 

View details button on a payment plan

 

Step 5: Start the payment method change

 

Click Manage, then Change payment method.

 

Manage menu with Change payment method option

 

From here you can either add a new payment method or select one you've already saved — see Option 1 below to add a new payment method, or skip to Option 2 to select an existing one.

Option 1: Add a new payment method

Step 1: Add a new payment method

 

Click Manage, then Add Payment Method.

 

Add Payment Method option in the Manage menu

 

Step 2: Choose a payment type

 

Choose between adding a new Credit/Debit Card or Bank account.

 

Choice between Credit/Debit Card and Bank account

 

Step 3: Choose which plans it applies to

 

When adding a new payment method, use the toggle shown below to add it automatically to all active plans, or to specific plans only.

 

Toggle for applying a new payment method to all active plans or specific plans

 

Step 4: Complete the form and confirm

 

After the form has been completed, click Acknowledge and continue.

 

Tip: If the toggle in the previous step was enabled, the next step can be skipped — the payment method is automatically assigned to the plan.

 

Step 5: Assign the payment method to your plan

 

Select the new payment method, then click Change Payment Method to finalise. All future payments will be made using this payment method.

 

Selecting the new payment method and confirming the change

 

Option 2: Select an existing payment method

Step 1: Review your existing payment methods

 

After clicking Change payment method, you'll see any existing payment methods available for use, including any surcharges if applicable.

 

List of existing payment methods available for the plan

 

Step 2: Confirm your selection

 

Make your selection, then click Change Payment Method to finalise. All future payments for this plan will be made using this payment method.

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