Step-by-Step Guide

Log In and Access Organization Settings

1. Login: Open your browser, go to the AutyFi login page, and enter your credentials.
2. Select Organization: Click the organization icon at the top right corner and choose the desired organization from the dropdown menu.

Navigate to Billing Preferences

3. Gear Icon: Click the gear icon in the Organization section.
4. Add New: Select Add New.
5. Billing Preferences: Access the Billing Preferences section to access the select billing method.

Customize Billing Preferences

• Set Default Payment Method: Choose which payment method to use by default.
• Add a Credit Card: Input new credit card details.
• Remove a Credit Card: Delete outdated or unnecessary card information.

Steps to Manage Billing Preferences

1. To set a Default Payment Method, select it from the available options.
2. To Add a Credit Card, click ‘Add Card’, enter the details, and save.
3. To Remove a Credit Card, click ‘Remove’ next to the card you wish to delete.

Tips

• Ensure your default payment method is up-to-date to avoid payment disruptions.
• Regularly review and clean up your saved payment methods.