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.
Audience: Organizations, Notary-Sourced Transaction Notaries (NSTs)
These steps apply to organization and NST notary accounts. If you need to update payment for a personal account, see the relevant help article.
If your organization currently pays via invoice, contact your Customer Success Manager (CSM) or support to change this option.
Change the Payment Method
To change the payment method on your account, follow these steps:
- 1.Click Settings from the menu on the left.
- 2.Click Billing & payment from the Settings page menu.
- 3.Select the Billing settings tab.
- 4.Click Update payment method in the Account payment box.
- 5.Select the desired payment method.
- 6.Provide the required payment method information.
- 7.Click Save payment.
If the payment method is declined, you will not be able to access documents associated with transactions for which payment has not been received. For billing questions, email finance@proof.com and the team will get back to you.
Summary Checklist
- Go to Settings → Billing & payment → Billing settings tab.
- Click Update payment method and select your preferred payment type.
- Enter your payment details and click Save payment.
Still Unsure?
The support team is available to help. Submit a support request or chat from any page in the app.
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