Update General and Billing Info

General and billing details can be updated from the web portal.

General Info
Billing Info
FAQ

Users must have the Account Manager security setting enabled to access General and Billing info.

General Info

1. On the web portal, go to Gear icon > Manage Account.
2. Open the General tab.
3. Fill in the form. The following fields are required:
   • Contact First Name
   • Contact Last Name
   • Email
   • Phone Number
   • Address
   • City
   • State/Province
   • Zip code
   • Country

4. Click Save to confirm.

Billing Info

1. On the web portal, go to Gear icon > Manage Account.
2. Open the Billing tab.
3. Fill in the form. The follow fields are required:
   • Cardholder First Name
   • Cardholder Last Name
   • Cardholder Email
   • Card Type
   • Card Number
   • Expiration Month and Year
   • CID/CVV2
   • Billing Address
   • Billing City
   • Billing State/Province
   • Billing Zip Code
   • Billing Country
4. Click Save to confirm changes.

If your account is suspended due to a failed payment:

1. On the web portal, log in as the account owner. You'll be automatically redirected to the billing page.
2. Update card details as needed.
3. Click Save to confirm changes.
   • Payment will process immediately after saving.

FAQ

Question: Am I required to add a card if my subscription is paid by check or ACH?

Answer: Yes, all accounts are required to have a card on file.

For more information, or to send in a request to the Janitorial Manager support department, use the red 'Help' button in the bottom right corner of any Help Desk article.