Select as Primary 🌟
When a billing method is selected as the primary, all future campaigns will default to the primary billing method upon checkout.
To set a billing method as the primary, select the 3 dots icon → click "Select as Primary."
Your primary billing method will always be listed as the first line-item with a gold star under the Billing tab. If there is only one billing method on the Dashboard, then it will be defaulted as the primary.
Assign to Campaign 🔗
If you want to tie another billing method (outside of your primary) to a specific campaign, you can assign it from the Billing tab.
To set this up, select the 3 dots icon → click "Assign to campaign" → check off the campaign(s) you need to link it to → Save.
Once it's saved, your billing method will be marked with a gray star as the secondary billing method.
To unlink the billing method, select "Assign to campaign" → uncheck the campaign(s) → Save.
Add Funds 💰
This is only applicable for Prepay billing methods. To know if your billing method is a prepayment, the "Type" column will be listed as Prepay.
Top off your deposit by adding more funds! To add more funds, please select the 3 dots icon → click "+ Add Funds" → input the amount you wish to deposit → Next → Save changes.
An prepay invoice will be generated and sent to the email on file for that specific billing method. Alternatively, you can access the invoice under the Invoices section. An exclamation icon (❕) will populate next to your billing method until it is paid. Once paid, the icon will disappear and your Budget will be updated.
Archive Billing Method 📁
If you have a billing method that is no longer needed, you can archive it straight from the Dashboard.
To archive a billing method, please first make sure that:
There is another billing method on the account that is set as the primary 🌟
There are no campaigns assigned to that billing method. 🖇️
If there are campaigns attached, please unlink all of them from the billing method first.Finalize your gifts. Make sure that all gifts are claimed + invoiced and/or expired. To confirm this, head to the Budget section and make sure that the "Pending Charges" column is listed as $0.00.
Note: If you archive a billing method without finalizing your gifts, any outstanding gifts that are currently tied to that billing method will still be invoiced against that billing method.
Once you have a primary billing method in place and zero campaigns linked to your billing method, select the 3 dots icon → click "Archive Billing Method."
Please Note: There is currently no way to completely remove a billing method from the Dashboard once it is created.
Filter by Billing Method Status 🗄️
Under the Billing tab, you will only see those that are "Active" or in "Draft" mode. To view other billing method statuses, select the status filter and check off "Archive" and/or "Expired" as needed.