How to Add or Edit Card Details in a Bold BI Subscription

Bold BI allows Subscription Owner and Billing Administrators to add and update the cards in Payment. This guide explains how to add and update cards in Bold BI Subscription.

Add a Card to Your Subscription

To integrate a payment card into your Bold BI trial subscription, please follow the detailed instructions outlined below:

1. Go to the Software Trial History section, accessible via the Bold BI accounts page.
   

   

2. Locate your trial subscription and click the Manage button. This action will redirect you to the Billing & Subscription details page.
   

   

3. On the Billing & Subscription page, select the Payment Methods section. This action will redirect you to the payment methods page.
   

   

4. Click on the + icon or the Add Card option available on the page.
   

   

5. Enter the card details as prompted, and then click the Next button.
   

   

6. On the Billing Address section, provide the necessary billing information. Click Next to proceed.
   

   

7. On the Shipping Address section, input the shipping address. Finally, click Save to complete the process.
   

   

8. After saving, the card details will be displayed as shown below.
   

   

Updating Your Card in the Subscription

To update or modify the card details associated with your Bold BI subscription, please follow the steps below :

1. Go to the My Subscription section on the Bold BI accounts page.
   

   

2. Click the Manage button corresponding to your subscription. This will redirect you to the Billing & Subscription page.

3. On the Billing & Subscription page, select the Payment Methods section. This action will redirect you to the payment methods page.

4. Then click Edit option to input the new card details.
   

   

5. Provide the updated card details and click the Update button to finalize the changes.
   

   
   
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Frequently Asked Questions

1. Can I add multiple payment methods in Bold BI?
   Currently, Bold BI supports only one payment method per subscription. Support for multiple payment methods may be introduced in the future.

2. Can I delete a payment method?
   No, Bold BI does not currently provide an option to delete an existing payment method. However, you can update the card details if needed.

3. Who can access and manage payment methods?
   Payment methods can be viewed or managed only by Admin users or users with Billing and Subscription permissions.

4. What happens when my trial subscription ends?
   If card details have already been added, the subscription will be automatically renewed when the trial period ends.
   If no card details are added before the subscription period ends, the subscription will be suspended.

5. Can I update my billing address?
   Yes, the billing address can be updated from the Billing & Subscription section.