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Set Up & Manage Automatic Payments

  • Updated

Setting up an automatic payment is a great way of helping to keep your Messaging Hub account up-to-date and the lines of communication with your contacts open.

Automatic payments are particularly useful if you're sending bulk messages or utilising automations and workflows so you don't get caught out with some or all of your SMS messages failing to send due to forgetting to pay an invoice.

Important - in order to manage payment methods for your Messaging Hub account:

  • You need account administrator credentials.
  • You need to be logged in to the parent account - you can use the account switcher in the Messaging Hub menu.

Set Up Automatic Payments | Credit Card

1. To set up automatic payments, go to the menu and click on the  Menu  icon, then select Billing:

Nav_Settings_Billing_01.jpg

2. Select the Plan tab.

3. In the Payment Methods section, click on the button for New payment method:

New Payment Method_01.jpg

4. Select the Credit Card option, then enter your credit card details and click Add Card:

Set Up & Manage Automatic Payments_01.jpg

5. Next, follow the prompts to varify your identity:

Set Up & Manage Automatic Payments_02.jpg

Your new payment details will now appear in the Payment Methods section.

6. To switch on automatic payments, click on Pay Invoices Automatically to open the modal, then toggle the switch to On and click the Confirm button: 

Billing_Auto Payment_01.jpg

7. Automatic payments should now be activated for your default payment method:

Billing_Auto Payment_04.jpg

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Set Up Automatic Payments | Direct Debit | AU & UK Only

Important - direct debit from a bank account is only available to accounts held in Australia and the United Kingdom, all other regions can set up automatic payments using a credit card.

1. To set up a direct debit from a bank account, go to the menu and click on the  Menu  icon, then select Billing:

Nav_Settings_Billing_01.jpg

2. Select the Plan tab.

3. In the Payment Methods section, click on the button for New payment method:

New Payment Method_01.jpg

4. Select the Direct Debit option, then enter your bank account details and click Add Bank Account:

Set Up & Manage Automatic Payments_03.jpg

5. Next, read through the Direct Debity Mandate Confirmation, then click on Confirm at the bottom to acknowledge that you understand and authorise the direct debit payments:

Set Up & Manage Automatic Payments_04.jpg

Your new payment details will now appear in the Payment Methods section.

6. To switch on automatic payments, click on Pay Invoices Automatically to open the modal, then toggle the switch to On and click the Confirm button: 

Billing_Auto Payment_03.jpg

7. Automatic payments should now be activated for your default payment method:

Billing_Auto Payment_04.jpg

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Update Existing / Add New Payment Method

1. To set up automatic payments, go to the menu and click on the  Menu  icon, then select Billing:

Nav_Settings_Billing_01.jpg

2. Select the Plan tab.

3. In the Payment Methods section, click on the button for New payment method:

New Payment Method_02.jpg

4. Next, select the payment method and follow the promps:

Set Up & Manage Automatic Payments_05.jpg

A) Credit Card - enter the new credit card details and click Add Card, then follow the identity verification propts.
B) Direct Debit | AU & UK only - enter the bank details and click Add Bank Account, then click on Confirm to authorise the direct debit payments.

Note - If you get stuck, just refer back to the sections above for adding a new credit card or bank account.

Your new payment details will now appear in the Payment Methods section.

5. To nominate your new payment details as the default method of payment, just click on the three dots next to these details and select Set as Default:

Set Up & Manage Automatic Payments_06.jpg

6. To delete a non-default payment method, click on the three dots and select Delete:

Set Up & Manage Automatic Payments_07.jpg

Important:

  • The default payment method can't be deleted.
  • If you only have one payment method set up, this is automatically set as the default.
  • To delete the default payment method, you'll first need to add or select an alternative payment method to Set as Default, then the option to delete the previous default will be available.
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Have more questions about billing and/or payments? Contact our support team.

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