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Help CenterBilling and PaymentsManaging Your Payment Methods

Managing Your Payment Methods

Last updated February 5, 2024

Managing your payment methods within Promoted.ai is essential to ensure smooth transactions and uninterrupted advertising campaigns. In this guide, we'll walk you through the steps to manage your payment methods effectively, allowing you to maintain control over your billing and financial information.

Steps to Manage Your Payment Methods:

  1. Log In to Your Promoted.ai Account:
  1. Access the Billing Section:
  • Once logged in, click on "Billing" in the navigation menu on the left-hand side of the dashboard to access the billing and payment management section.
  1. View Payment Methods:
  • In the billing section, you'll find a list of your current payment methods. This may include credit cards, bank accounts, or other payment options.
  1. Add a New Payment Method:
  • To add a new payment method, look for an option like "Add Payment Method" or similar. Follow the prompts to enter your payment details, such as credit card information or bank account details.
  1. Verify Payment Information:
  • Double-check the accuracy of the payment information you've entered. Ensure that all details are correct to prevent payment issues.
  1. Set a Default Payment Method:
  • If you have multiple payment methods on file, you can designate one as the default payment method. This will be used for billing unless specified otherwise.
  1. Edit or Update Payment Methods:
  • If you need to make changes to an existing payment method, such as updating card details or changing account information, select the payment method and choose the "Edit" option.
  1. Remove Payment Methods:
  • To remove an outdated or unused payment method, select the payment method and choose the "Remove" or "Delete" option. Confirm the removal when prompted.
  1. Billing Preferences:
  • Customize your billing preferences, such as how often you receive invoices or statements, and the method of communication (e.g., email notifications).
  1. Set Spending Limits:
  • Depending on your account and budget, you may have the option to set spending limits or budgets for your advertising campaigns. Adjust these as needed.
  1. Review Transaction History:
  • View your transaction history to keep track of payments and expenses related to your Promoted.ai campaigns.
  1. Payment Notifications:
  • Stay informed about payment notifications and reminders from Promoted.ai. Ensure that you receive notifications about upcoming payments to avoid any disruptions in your campaigns.
  1. Keep Payment Information Secure:
  • Always prioritize the security of your payment information. Use strong passwords for your Promoted.ai account and enable two-factor authentication if available.
  1. Contact Support for Assistance:
  • If you encounter any issues or have questions related to payment methods, don't hesitate to reach out to Promoted.ai's support team for assistance.
  1. Regularly Update Payment Methods:
  • Periodically review and update your payment methods to ensure they remain valid and up-to-date. This is especially important if your credit card expires or if there are changes to your bank account.
  1. Ensure Adequate Funds:
  • Maintain sufficient funds in your chosen payment method to cover your advertising expenses and prevent interruptions in your campaigns.

By following these steps and managing your payment methods proactively within Promoted.ai, you can ensure smooth financial transactions and maintain control over your billing information, ultimately allowing you to focus on the success of your advertising campaigns.

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