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Add a Payment Method for Subscription

This is the card Tanqory charges you with, not the one your customers pay you through. It covers your subscription and anything else billed to the account, and it is added from the billing preferences page behind Settings, Billing. Choose a card or PayPal, fill in the details, and set it as the default so future bills go to it.

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This is the card that pays Tanqory. Your subscription and anything else charged to your account come off it. The billing preferences page says as much in its own currency note: your subscription is charged in the currency set there.

It is worth being clear about which payment this is, because a store has two sorts and they have nothing to do with each other.

What it is for Where it lives
This article Money going from you to Tanqory: your plan and your invoices Settings, then Billing, then billing preferences
The other one Money coming from your customers to you at checkout Settings > Payments, where you connect a provider

Adding a card here does not let you take a single order, and connecting a payment provider does not pay a single invoice. Add a Payment Provider is the article for the other one.

Why a store needs one

A new store runs for a while without any card at all, which is why plenty of people reach this page later rather than on their first day.

When Is a card needed
The first 3 free days No. Nothing is asked for and nothing is charged
The month offered afterwards at $1 Yes. There is a charge, however small, and it needs somewhere to land
Subscribing or renewing at the plan's real price Yes
Choosing not to continue No, but some features close off until a plan is taken up again

So the card is what turns the decision at the end of the trial into a store that keeps working. Subscription Overview sets out that sequence in full.

There is a second reason, and it is the one that catches established stores rather than new ones. A card that has expired or been cancelled fails quietly at the next invoice, and a plan can lapse without anyone deciding that it should. Keeping a current method on file, and a spare if the account matters, is what prevents that.

What you enter

The Add credit card dialog collects the details needed to save a card, or lets you choose PayPal instead.

Field What it is
Payment method Credit or Debit Card, or PayPal
Card number The long number on the card
Expiry date The card's expiry month and year
CVC The security code on the card
Name on card The cardholder's name
Billing address The country or region first, then the address, city, and postal code for the card
Set as default Whether this method is used for future bills

Before you begin

  • Your role includes Billing settings.
  • You have the card or PayPal account you want to add, and the billing address that goes with it.
  • Open Settings > Billing, then select Manage payment methods, which is where the cards on your account are kept.

Add a payment method for subscription

Getting there takes two steps rather than one. On the Billing page, the Payment method panel shows the card in use and a Manage payment methods link. That link opens the billing preferences page, and the Payment methods section there is where your cards are listed and where Add payment method sits. Selecting it opens the Add credit card dialog, headed "Add a new payment method for billing and subscriptions".

The Add credit card dialog with the payment method choice (1), the Card information fields (2), the Name on card field (3), the Billing address fields (4), and the Set as default payment method option (5) (opens full size)

  1. Choose the payment method. At the top, under Select payment method (1), choose Credit or Debit Card to enter a card, or PayPal to pay with a PayPal account. Card is selected by default.
  2. Enter the card details. Under Card information (2), enter the Card number, the Expiry date, and the CVC. Then enter the Name on card (3) as it appears on the card. These identify the card that will be charged.
  3. Enter the billing address. Under Billing address (4), start with the Country or region, then the Address, the Apartment or suite if there is one, the City, and the Postal code. This is the address the card is registered to, and the country comes first because it decides the shape of the rest.
  4. Set as default and save. Select Set as default payment method (5) if this should be the method used for future bills. When the details are complete, select Add credit card to save it. It then appears in your Payment methods list and can be used for billing.

Adding a card does not charge it. The first time it is used is your next invoice, or sooner if you change plan, and the card marked Primary is the one that will be charged.

Best practices

  • Add the card you want billed. Set it as the default so your bills are charged to the right method.
  • Keep a valid method on file. A current, non-expired card avoids a failed payment.
  • Match the billing address. Enter the address associated with the card so it verifies correctly.
  • Consider a backup. A second saved method can cover a bill if the first fails.

If something goes wrong

  • The card is not accepted. Check the number, expiry, and CVC, and that the billing address matches the card.
  • You want to change which card is billed. Add the method and set it as the default, so future bills use it.
  • You cannot add a method. Your role may not allow managing billing. Ask an owner or admin.

Next steps

Still stuck?

More in Account & Billing

  • Manage Users

    Everyone with access to your store sits on one list, sorted into tabs by the state they are in. This covers reading those states, opening a person to change their roles or their sign-in requirement, and the difference between suspending someone and removing them.

  • Roles and Permissions

    A role is a bundle of permissions handed to a person in one go. Four standard roles ship with Tanqory and cover most stores, so the first thing to settle is whether you need one of your own at all. If you do, this walks the whole of building one, from the Roles page to the finished role, including the two things about that form that catch people out.

  • Two-Factor Authentication

    Two-factor authentication asks for a second proof of identity on top of a password, so a stolen password alone will not get anyone into your store. Tanqory puts it in three separate places, and mistaking one for another is the usual source of confusion: a store-wide rule over the whole team, a toggle on the invite form, and the setting in your own account where a person actually chooses their second step. This article explains which is which.

  • Pick Your Plan

    Choose or change the plan your store runs on. You start from Change plan on the Plan page, which opens the Compare plans page, then upgrade, downgrade, or switch between monthly and annual. You can also cancel and reactivate your plan from the same page.

All 22 articles in Account & Billing

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