Important Note: This process is specific to updating brokerage or agent payment methods. To update your subscription payment information for BoldTrail BackOffice, you must request a secure link from our support team, which will be sent to you via email.
If you don't have the Billing section available
If you don't see the billing section, your account is not enabled to use the accounting module. This could be because you are on a legacy plan that doesn't include Accounting or on the Standard plan. The Accounting module is only available with the Professional plan. Please contact our support team if you have questions or need assistance.
If you have the Billing section available
Navigate to Billing > CREDIT CARDS & BANK ACCOUNTS > +Add. Choose the needed option and follow the prompts to connect your payment method.
