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Overview
This feature enables you to update the bank account or credit card information that AdviserLogic uses to collect subscription payments. It’s useful if your practice needs to change bank accounts, update card details, or ensure that future invoices are deducted from the correct account.
How to Raise the Request
The Practice Champion can raise the request through the Help Centre to have the payment details updated.
Select Update Payment Account Details from Create a ticket
Select the Update Payment Account Details option from the drop-down menu.
Once details are entered, select the Create Ticket button to submit the request.
Receive the Update link to update the details
After we receive your request, our support team will reply to you in the same ticket and give you a link that allows you to update the details yourself. The link includes all the required fields for entering new bank account or credit card information.
Verification and Confirmation
After you have updated the details, please let us know so our Support team can confirm that the information has been submitted correctly. Once verification is complete, we will advise you that the changes will take effect from the next billing cycle. All future payments will then be processed using the new bank account or credit card details.
📌Note
Only the Practice Champion can submit a ticket to request an update to the payment details and track the progress of the request through the Help Centre.
The Practice Champion can also email us at [email protected] with the transaction details
If other staff members need to submit a request or follow up on its status, they can do so by emailing [email protected] and copying in the Practice Champion.