⚠️ Before you begin: These steps apply only if your platform shows Stripe as your payment processor. If you don't see Stripe, refer to this article for adding a payment method.
As an Org Admin, you can manage your organization's payment method and billing details directly through the Stripe Billing Portal. This includes adding a new payment method, updating an existing one, and keeping your billing address current.
Steps to add or update your organization's payment method within the Stripe Billing Portal
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From the navigation bar, select My Practice, then Org Management.
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Once in Organization Management, select the Billing tab.
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In the Payment & Billing Details section, click Open Billing Portal.
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You'll be directed to the Stripe Billing Portal. From here you can:
- Add a new payment method
- Update an existing payment method
- Add or update your billing address
- Once your changes are saved, your updated billing details will be reflected in your account.
Troubleshooting
- Don't see the Billing tab? Confirm that you are logged in as an Org Admin. This tab is not visible to other user roles.
- Don't see the Open Billing Portal button? Your organization may not be on the Stripe payment platform. Refer to this article for the legacy payment method steps.
- Changes not saving? Make sure all required fields are filled out, including a valid card number and billing address, before saving.