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Billing & Account

Changing Your Billing Information

Learn how to update your billing information, payment methods, and contact details in your WHMCS account.

Keep Information Current

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:

  1. Log into your WHMCS client area
  2. Click on your name or "Account" in the top navigation
  3. Select "Account Details" from the dropdown menu
  4. Choose the section you want to update

Updating Contact Information

Personal Information

Update your basic contact details:

Contact Details You Can Update

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

  1. Navigate to "Account Details" → "Contact Information"
  2. Click "Edit" next to the information you want to change
  3. Update the required fields
  4. Click "Save Changes" to confirm
  5. Verify the changes appear correctly
Email Address Changes

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:

  1. Go to "Billing" → "Payment Methods"
  2. Click "Add Payment Method"
  3. Choose your payment type (Credit Card or PayPal)
  4. Enter the required information
  5. Set as default payment method (optional)
  6. Save the payment method

Payment Method Types

Credit/Debit Cards
  • • Visa, Mastercard, American Express
  • • Automatic recurring payments
  • • Instant payment processing
  • • Secure tokenized storage

Required: Card number, expiry, CVV, billing address

PayPal
  • • 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:

  1. Go to "Billing" → "Payment Methods"
  2. Find the payment method you want to update
  3. Click "Edit" or "Update"
  4. Modify the necessary information
  5. Save the changes

Setting Default Payment Method

Your default payment method is used for automatic renewals:

To Set as Default:

  1. 1. Go to your payment methods list
  2. 2. Find the desired payment method
  3. 3. Click "Set as Default"
  4. 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:

Billing Address Uses
  • • 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

  1. Navigate to "Account Details" → "Billing Address"
  2. Click "Edit Billing Address"
  3. Update the address fields
  4. Ensure the address matches your payment method
  5. Save the changes
  6. Verify tax calculations update if applicable

Tax Information

Tax ID and Exemptions

If you need to update tax-related information:

Tax ID Numbers
  • • Business Tax ID (EIN)
  • • VAT Number (EU customers)
  • • GST Number (applicable regions)
  • • State tax ID numbers

Contact support to update tax ID information

Tax Exemptions
  • • Non-profit organizations
  • • Government entities
  • • Educational institutions
  • • Religious organizations

Requires documentation and approval

Requesting Tax Exemption

To apply for tax exemption status:

  1. Contact our billing department
  2. Provide valid tax exemption certificate
  3. Include organization details and tax ID
  4. Wait for verification and approval
  5. Future invoices will reflect exempt status

Account Security During Updates

Verification Requirements

Some changes may require additional verification:

Changes Requiring 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:

  1. Add and verify a payment method
  2. Set it as your default payment method
  3. Go to "Billing" → "Auto-Pay Settings"
  4. Enable automatic payments
  5. Choose payment timing preferences
  6. Set up payment failure notifications

Auto-Pay Benefits and Considerations

Benefits
  • • Never miss a payment
  • • Prevents service interruptions
  • • Automatic invoice processing
  • • Convenience and peace of mind
Considerations
  • • 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:

  1. Check for confirmation emails
  2. Review updated account information
  3. Test payment methods if possible
  4. Monitor next invoice for accuracy
  5. Contact support if issues persist

Getting Help

If you need assistance updating your billing information:

Billing Support
  • • Email: [email protected]
  • • WHMCS Support Tickets
  • • Phone support for urgent issues
  • • Business hours: 9 AM - 5 PM EST
Self-Service Options
  • • WHMCS client area tutorials
  • • Knowledge base articles
  • • Discord: Community Help
  • • Video guides and documentation

Best Practices Summary

Billing Information Best Practices
  • • 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