Billing & Plans
Switch Your Default Payment Method
📋 What This Guide Covers
This guide walks you through how to switch your default payment method. You'll learn how to select a different saved card and set it as the new default, so future invoices are billed correctly.
📋 What You’ll Need
To complete this task, you’ll need:.
Admin permissions in your organization on Turbo Referrals.
Not sure what access you have? Check your permissions here.
Need to make updates? Learn how team permissions work.
📋 Step-by-Step Instructions
1
In the portal, click your dealership name at the top of the sidebar to open the account menu.
2
From the menu, click Settings.
3
From settings menu, select the Billing option.
4
Scroll down to the Payment Details section.
5
In the Payment Method row, click the Update button. A popup will appear.
6
Select the payment method that you want to set as default.
7
Click Update to switch.
✅ What Happens Next
Your new default method will be used for upcoming invoices. You can update or change it again anytime.