Changing Your Billing Information
Learn how to update your billing information, payment methods, and contact details in your WHMCS account.
Keeping your billing information up to date ensures uninterrupted service, proper invoice delivery, and compliance with tax requirements.
Accessing Your Account Information
To update your billing information:
- Log into your WHMCS client area
- Click on your name or "Account" in the top navigation
- Select "Account Details" from the dropdown menu
- Choose the section you want to update
Updating Contact Information
Personal Information
Update your basic contact details:
Personal Information
- • First and last name
- • Email address
- • Phone number
- • Company name (if applicable)
Address Information
- • Street address
- • City and state/province
- • ZIP/postal code
- • Country
Step-by-Step Contact Update
- Navigate to "Account Details" → "Contact Information"
- Click "Edit" next to the information you want to change
- Update the required fields
- Click "Save Changes" to confirm
- Verify the changes appear correctly
Changing your email address may require verification. You'll receive a confirmation email at both your old and new email addresses to complete the change.
Managing Payment Methods
Adding New Payment Methods
To add a new credit card or PayPal account:
- Go to "Billing" → "Payment Methods"
- Click "Add Payment Method"
- Choose your payment type (Credit Card or PayPal)
- Enter the required information
- Set as default payment method (optional)
- Save the payment method
Payment Method Types
- • Visa, Mastercard, American Express
- • Automatic recurring payments
- • Instant payment processing
- • Secure tokenized storage
Required: Card number, expiry, CVV, billing address
- • PayPal balance or linked accounts
- • Additional buyer protection
- • International payment support
- • Express checkout
Required: PayPal account authorization
Updating Existing Payment Methods
To update an existing payment method:
- Go to "Billing" → "Payment Methods"
- Find the payment method you want to update
- Click "Edit" or "Update"
- Modify the necessary information
- Save the changes
Setting Default Payment Method
Your default payment method is used for automatic renewals:
To Set as Default:
- 1. Go to your payment methods list
- 2. Find the desired payment method
- 3. Click "Set as Default"
- 4. Confirm the change
Default Payment Benefits:
- • Automatic invoice payments
- • Prevents service interruptions
- • Used for upgrade charges
- • Streamlined checkout process
Billing Address Management
Why Billing Address Matters
Your billing address is important for:
- • Tax calculation and compliance
- • Credit card verification (AVS)
- • Fraud prevention
- • Legal and regulatory requirements
- • Invoice generation and delivery
- • Payment processor requirements
Updating Your Billing Address
- Navigate to "Account Details" → "Billing Address"
- Click "Edit Billing Address"
- Update the address fields
- Ensure the address matches your payment method
- Save the changes
- Verify tax calculations update if applicable
Tax Information
Tax ID and Exemptions
If you need to update tax-related information:
- • Business Tax ID (EIN)
- • VAT Number (EU customers)
- • GST Number (applicable regions)
- • State tax ID numbers
Contact support to update tax ID information
- • Non-profit organizations
- • Government entities
- • Educational institutions
- • Religious organizations
Requires documentation and approval
Requesting Tax Exemption
To apply for tax exemption status:
- Contact our billing department
- Provide valid tax exemption certificate
- Include organization details and tax ID
- Wait for verification and approval
- Future invoices will reflect exempt status
Account Security During Updates
Verification Requirements
Some changes may require additional verification:
- • Email address changes
- • Major billing address changes
- • Adding new payment methods
- • Tax status modifications
- • Account ownership transfers
Security Best Practices
When updating billing information:
- Secure Connection: Always use HTTPS and secure networks
- Verify URLs: Ensure you're on the official WHMCS site
- Log Out: Log out completely when finished
- Monitor Changes: Review confirmation emails
- Update Passwords: Consider changing passwords after major updates
Automatic Payment Setup
Enabling Auto-Pay
Set up automatic payments to ensure uninterrupted service:
- Add and verify a payment method
- Set it as your default payment method
- Go to "Billing" → "Auto-Pay Settings"
- Enable automatic payments
- Choose payment timing preferences
- Set up payment failure notifications
Auto-Pay Benefits and Considerations
- • Never miss a payment
- • Prevents service interruptions
- • Automatic invoice processing
- • Convenience and peace of mind
- • Keep payment methods current
- • Monitor account for charges
- • Ensure sufficient funds/credit
- • Review invoices regularly
Troubleshooting Common Issues
Payment Method Problems
Card Declined
- • Check card expiration date
- • Verify billing address matches
- • Ensure sufficient credit/funds
- • Contact your bank if needed
PayPal Issues
- • Verify PayPal account status
- • Check PayPal payment limits
- • Ensure account is verified
- • Review PayPal security settings
Address Verification
- • Use exact address format
- • Match credit card billing address
- • Include apartment/unit numbers
- • Use standard abbreviations
Update Confirmation
After making changes, verify they were applied correctly:
- Check for confirmation emails
- Review updated account information
- Test payment methods if possible
- Monitor next invoice for accuracy
- Contact support if issues persist
Getting Help
If you need assistance updating your billing information:
- • Email: [email protected]
- • WHMCS Support Tickets
- • Phone support for urgent issues
- • Business hours: 9 AM - 5 PM EST
- • WHMCS client area tutorials
- • Knowledge base articles
- • Discord: Community Help
- • Video guides and documentation
Best Practices Summary
- • Keep all information current and accurate
- • Use secure networks when making updates
- • Set up automatic payments for convenience
- • Monitor account regularly for changes
- • Keep backup payment methods on file
- • Review invoices and statements monthly
- • Contact support promptly with questions