Customers who have purchased a LiquidPlanner workspace can access Payment Settings to update billing and payment method at any point in time. Customers can also verify or update Payment Settings during any subsequent purchase or upgrade.
If you were invoiced for your subscription, and you’d like to pay by credit card, we accept Visa, MasterCard, American Express and Discover. For security reasons, LiquidPlanner staff cannot enter credit card information into our system on behalf of customers.
Workspace Administrators can update credit card or billing information from Payment Settings:
I am a Workspace Administrator, but I don’t see the Payment Settings page. Why is that?
If you are a trial customer, you will not see the Payment Settings screen until purchasing LiquidPlanner during checkout.
I updated our Credit Card information, but received a Credit card error. What should I do?
Here are some of the possible reasons you could be receiving a credit card error.
I’m trying to update payment info, but the Save button is not active. Why can’t I click on it?
If the Save button isn’t active or clickable, then there is a required field that still needs to be filled in.
Why is there a pending transaction on our credit card bill?
A pending transaction may appear on your credit card bill for a small amount. This is a pre-authorization test to ensure the card is valid. Once the card has been validated, it will be dropped from your statement.
What if we have outstanding invoices when I update credit card information?
If any invoices are outstanding at the time credit card information is entered and saved, the card will be charged for the outstanding payments.
Will I receive a receipt for payment?
Once charges have been processed, a receipt will be sent to the email address entered on the Payment Settings page within 3 – 4 business days. Once receipts are sent, they are also available for download.
If you are having any difficulty updating your Payment Settings after reading these tips, please contact firstname.lastname@example.org – we’re here to help!