Audience: Organizations
Audience: Notary-Sourced Transaction Notaries (NSTs)
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These steps apply to organization and NST notary accounts. If you need to update payment for a personal account, see Add or update payment method for your personal account.
The short answer: Change the credit card charged for transactions sent by your business, real estate, or notary account.
If your organization currently pays via invoice, contact your Customer Success Manager (CSM) or contact support to change this option.
Change the Payment Method
To change the payment method on your account, follow these steps:
- Click Settings from the menu on the left.
- Click Billing & payment from the Settings page menu.
- Select the Billing settings tab.
- Click Update payment method in the Account payment box.
- Select the desired payment method.
- Provide the required payment method information.
- Click Save payment.
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If the payment method is declined, you will not be able to access documents associated with transactions for which payment has not been received. For billing questions, email finance@proof.com and our team will get back to you.
Summary Checklist
- Go to Settings → Billing & payment → Billing settings tab.
- Click Update payment method and select your preferred payment type.
- Enter your payment details and click Save payment.
Still Unsure?
Our support team is happy to help. Submit a support request or chat with us from any page in the app.
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