How can my clients update their payment method on file?

There are two ways that your clients can update their payment method on file: either by paying an invoice directly with their updated payment method or by updating their payment info in the Member Portal.

Invoice Link

1. Click on the Members tab on the left-hand navigation and select the appropriate member.

2. Click the Invoices tab on their profile, select an outstanding invoice, and click "Email Invoice", which will email them the invoice along with a link to pay, which will update their payment method on file.

   1. Alternatively, you can click "Open payment link", copy this URL and send this directly to the client if you want this communication to be more personalized.

3. Once they pay this invoice with this link, this payment method will become the default payment method on file.

Member Portal

1. Click on the Members tab on the left-hand navigation and select the appropriate member. Verify that this client's "Portal Access" status is either "Granted" or "Registered".

   1. If this client does not have access to the Member Portal, click the three dots in the top right of the client's profile and click "Invite to Portal".

2. Direct the client to app.noto.nyc/member-portal and then Settings -> Payment methods.

3. The client can then update their payment method here.