Subscription Settings

Here's a helpful article on how to set up your Subscription Settings.

NOTE: The ability to connect to ACH (checking account) will no longer be available as a payment option. You must connect to your PTOffice subscription to a credit card (personal or business).

  1. Login to PTOffice and go to the Settings page
  2. Click the Manage Subscription panel

Pay with a credit card:

  1. Click the Update Payment Info button on the card of your current subscription level
  2. Click the Credit Card panel
  3. Check the two boxes below
  4. Click the Next button
  5. On the pop up that appears, enter the required credit card information
  6. Done

Upgrade or Downgrade your subscription:

  1. Click the Upgrade or Downgrade button of the plan you wish to move to
  2. At the start of the next billing cycle, your account will be billed accordingly
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