Managing payment methods.

To manage your payment methods, you’ll need to sign in to the web app.

Select the avatar menu and then click Billing.

Note – if you are not a member of the Billing Admins group, you will not see this option.

Select Payment from the sidebar options on the left, you can view your payment methods with additional options to:

Add a Payment Method

  1. Click the Add button
  2. Fill out the information and select Save

Delete a Payment Method

To delete a credit card, select the Delete icon and confirm.

Note – you may not delete the default payment method.

Edit a Payment Method

To edit a payment method, select the Edit icon on the card you want to modify.

Set a Default Card

To select a default payment method, select the Default Card pill on the right of the credit card you would like used for monthly auto-pay.

Note – Tresta will only bill the default card even if other payment methods have been added.

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