Update billing and payment information for your community plan

Last updated: October, 2026

This article will walk you through the steps to update your billing and payment information for your community plan.

To get started, let’s navigate to the billing management page in your community:

  1. Click the community name or logo (or the dropdown icon next to it) in the top-left corner and select Settings.

  2. Under the Subscription section, select Plans.

  3. Navigate to the Payment details tab.

  4. Scrool to the Billing details section and click Edit.

  5. Update your billing information and click Save.

Update billing information

You can update the following information from the billing management page:

  • Billing email

  • Organization name

  • Country or region

  • Address

  • Phone number

  • Tax ID

💡 Tip: The tax ID that you add in billing does not show up on the invoices. If you want the Tax ID to appear on the invoices, we recommend adding it in the address field. 

💡 Tip: If you want to update the account name that appears on the invoice, please contact our support team at support@circle.so.

To update the billing information:

  1. Click Edit in the Billing details section.

  2. Update your billing information and click Save.

ℹ️ Note: New billing information will only reflect on your upcoming invoices and receipts after the update. If you would like to update your existing invoices, we suggest manually updating them using the pdf editor on your device.

Update payment methods

When you subscribe to the Circle community plan, your payment method gets added as a default method. However, you can add a new payment method and make it default for future payments.

Add a new payment method

  1. Click the community name or logo (or the dropdown icon next to it) in the top-left corner and select Settings.

  2. Under the Subscription section, select Plans.

  3. Navigate to the Payment details tab.

  4. Click Add payment method in the Payment methods section.

  5. Add your card information.

    Check Use as default payment method option if you want to use it as a default payment method going forward.

  6. Click Add.

Remove a payment method

  1. Click the community name or logo (or the dropdown icon next to it) in the top-left corner and select Settings.

  2. Under the Subscription section, select Plans.

  3. Navigate to the Payment details tab and scroll to the Payment methods section.

  4. Click More actions (three dots) next to the card, then select Delete.

❗Important: If you would like to delete your default payment method, you must make your other payment method default first (click the More actions (three dots) icon beside the card → Make default).

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