To change the payment method used in an agreement, start by logging in to Anchor. If you don't have a password, simply type in your email and we'll send you a one time code that you can use to log in.
Once logged in, click Agreements in the sidebar, find the agreement you need to update, and double-click to open it.
Inside the agreement, click Payment Methods at the top.
You won't be able to remove your existing payment method until a new one is added. To add one, click Add payment method and enter your card details or connect your bank account via ACH. For step-by-step instructions on connecting a card or bank account, click here.
Once the new payment method is added, you'll be asked if you'd like to set it as the default for this agreement. Click Yes. This will deselect the previous payment method, connect the new one, and automatically reprocess any failed payments.
Any payment methods you've added in the past are saved to your account. You can switch between them at any time by clicking the three dots next to a method and selecting Select for this agreement.
To remove a payment method, click the three dots next to it and select Remove. This is only possible if another payment method is already connected to the agreement.
Still have questions? Feel free to reach out at [email protected]. Our team is always happy to help!