Setting up an automatic payment is a great way of helping to keep your Hub account up-to-date and the lines of communication with your contacts open.
Automatic payments are particularly useful if you're sending bulk messages or utilising automations and workflows so you don't get caught out with some or all of your SMS messages failing to send due to forgetting to pay an invoice.
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Important - in order to manage payment methods for your Hub account:
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Set Up Automatic Payments | Credit Card
1. To set up automatic payments, go to the menu and click on the icon, then select Billing:
2. Select the Plan tab.
3. In the Payment Methods section, click on the button for New payment method:
4. Select the Credit Card option, then enter your credit card details and click Add Card:
5. Next, follow the prompts to varify your identity:
Your new payment details will now appear in the Payment Methods section.
6. To switch on automatic payments, click on Pay Invoices Automatically to open the modal, then toggle the switch to On and click the Confirm button:
7. Automatic payments should now be activated for your default payment method:
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Set Up Automatic Payments | Direct Debit | AU & UK Only
| Important - direct debit from a bank account is only available to accounts held in Australia and the United Kingdom, all other regions can set up automatic payments using a credit card. |
1. To set up a direct debit from a bank account, go to the menu and click on the icon, then select Billing:
2. Select the Plan tab.
3. In the Payment Methods section, click on the button for New payment method:
4. Select the Direct Debit option, then enter your bank account details and click Add Bank Account:
5. Next, read through the Direct Debity Mandate Confirmation, then click on Confirm at the bottom to acknowledge that you understand and authorise the direct debit payments:
Your new payment details will now appear in the Payment Methods section.
6. To switch on automatic payments, click on Pay Invoices Automatically to open the modal, then toggle the switch to On and click the Confirm button:
7. Automatic payments should now be activated for your default payment method:
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Update Existing / Add New Payment Method
1. To set up automatic payments, go to the menu and click on the icon, then select Billing:
2. Select the Plan tab.
3. In the Payment Methods section, click on the button for New payment method:
4. Next, select the payment method and follow the promps:
A) Credit Card - enter the new credit card details and click Add Card, then follow the identity verification propts.
B) Direct Debit | AU & UK only - enter the bank details and click Add Bank Account, then click on Confirm to authorise the direct debit payments.
| Note - If you get stuck, just refer back to the sections above for adding a new credit card or bank account. |
Your new payment details will now appear in the Payment Methods section.
5. To nominate your new payment details as the default method of payment, just click on the three dots next to these details and select Set as Default:
6. To delete a non-default payment method, click on the three dots and select Delete:
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Important:
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