Add or Update Payment Method for Your Personal Account
To add or update a payment method for your personal account, select your initials in the upper-right corner, go to Account Information, click the Edit button next to Payment Method, enter your card details, and submit the changes, noting that these steps apply only to individual users and not to organization or NST notary accounts.
These steps apply to personal accounts. If you need to update payment for an organization or NST notary account, refer to the relevant support articles.
The short answer: You can add or update a payment method directly from your account settings. This applies to individual users, notaries, and users associated with an organization.
If you're using Proof as a notary or on behalf of a business or real estate organization, see the appropriate billing and payment overview articles.
Update the Payment Method for Personal Transactions
- 1.Select your initials in the upper-right corner of your account.
- 2.Select Account information.
- 3.Select the Edit button to the right of Payment Method.
- 4.Enter the card details and select Submit changes.
Summary Checklist
- Select your initials and open Account information.
- Select the Edit button to the right of Payment Method.
- Enter your card details and select Submit changes.
If you need further assistance, you can submit a support request or chat with the support team from any page in the app.
Related
Delete Payment Method for Your Personal Account – Proof Help Center
To delete a payment method from your personal Proof account, click your initials in the upper right corner, go to Account information, find the Payment method section, and select the trash can icon next to your payment method to remove it, with a confirmation message appearing upon successful deletion.
Update Your Payment Method – Proof Help Center
The Proof Help Center provides step-by-step instructions for organizations and Notary-Sourced Transaction Notaries (NSTs) to update their payment method via the Settings menu under Billing & payment, including contacting a Customer Success Manager if paying by invoice, and warns that declined payments restrict document access, with support available for assistance.
Transfer Account Ownership to Existing Team Member – Proof Help Center
The Proof Help Center article explains that only current owners and admins can transfer account ownership to an existing team member by navigating to Users, selecting the member's options, editing their role to Owner, and saving changes, after which the previous owner becomes an admin automatically.
Update Your Notary Account Email Address – Proof Help Center
To update your notary account email address, log into your profile by selecting your initials, go to Account information, click Edit to change your email to one you can access (necessary for password resets), save the changes, and note that if you are a notary, certain profile updates may require re-approval before proceeding.
Change Your Billing Email Address – Proof Help Center
To change your billing email address in Proof, go to Settings > Billing & payment > Billing settings, enter the new email in the Billing email field, and click Save changes, with support available if needed.
Your Identity tab on the Proof consumer dashboard
The Identity tab on the Proof consumer dashboard allows users to manage their personal verification data, displaying green verification badges and detailed identity information including a certified Digital ID card if identity verification is complete, or limited self-reported data without badges or a Digital ID if verification is incomplete, with options to edit personal details and preferences in both cases.