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).
- Login to PTOffice and go to the Settings page
- Click the Manage Subscription panel
Pay with a credit card:
- Click the Update Payment Info button on the card of your current subscription level
- Click the Credit Card panel
- Check the two boxes below
- Click the Next button
- On the pop up that appears, enter the required credit card information
- Done
Upgrade or Downgrade your subscription:
- Click the Upgrade or Downgrade button of the plan you wish to move to
- At the start of the next billing cycle, your account will be billed accordingly