Change the credit card that is 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.
⚠️ If the payment method is declined, you will not be able to access documents associated with transactions for which payment has not been received. If you have questions about your bill, you can email your question to finance@proof.com, and our team will get back to you.
Who this is for
Any user in your organization with an owner or admin role and notaries sourcing transactions (NSTs) can perform the actions described below.
Change the payment method
- 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.