How to Change the Card Details of a Subscription in Xvantage for Associates

Overview:

This article will guide users on how to change the card details of a subscription in Xvantage for Associates.

Process:

1. Go to My Apps and open Okta.

2. In Okta search for X4A and open it.

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select Subscriptions. 

5. Search for the specific subscription using the search bar.

6. Click the Subscription ID (a blue hyperlink) below the Subscriptions column.

7. Click the Billing tab.

8. Click Edit on the payment method.

9. A pop-up window will appear. You may select a different credit or debit card from the drop-down menu.

10. If you need to add a new card, click Add credit card. You can store up to 16 credit cards.

11. A pop-up window will appear prompting you to enter the new card details.

12. Click Confirm, then click Save.

13. The newly added card will now appear in the drop-down menu. Select it to update the payment method. Click Apply.