💳 Overview
Your primary payment method is the card Search Atlas charges for subscription renewals and any additional top-ups. If you need to switch to a new card, you must first add it, set it as primary, and then remove the old one. This guide walks you through each step.
🔍 Before You Begin
- You must have Admin access to manage billing settings.
- Have your new card details ready (card number, expiry date, and CVV).
- You cannot delete a card that is currently set as the primary payment method — you must assign a new primary card first.
🛠️ Step 1: Add Your New Card
- Click your avatar in the top-right corner of the platform.
- Select Billing from the dropdown menu.
- Open the Plans & Top-ups tab.
- Click Add Payment Method.
- Enter your new card details and confirm.
Once saved, the new card will appear in your list of payment methods but may not yet be set as primary.
⚙️ Step 2: Set the New Card as Primary
- On the Plans & Top-ups tab, locate your newly added card in the payment methods list.
- Click the option to Set as Primary next to the new card.
- Confirm the change when prompted.
The new card is now your active primary payment method and will be used for all future charges.
🗑️ Step 3: Remove the Old Card
- Still on the Plans & Top-ups tab, find your old card in the payment methods list.
- Click Remove or the delete icon next to it.
- Confirm the removal.
Important: If you see an error when trying to delete the old card, double-check that the new card has been successfully set as primary first. Search Atlas will not allow you to remove a card that is still assigned as the primary payment method.
❓ Troubleshooting Common Issues
- Cannot set new card as primary: Refresh the page after adding the card, then try again. If the option is greyed out, ensure your new card was saved successfully.
- Cannot delete the old card: Confirm the new card shows a Primary badge or label before attempting to remove the old one.
- Card not saving: Check that all card details are entered correctly, including the billing address if required. Temporary holds or restrictions from your bank can also prevent a card from being added — contact your bank to verify.
- No option to manage cards: Confirm you are logged in as an Admin. Standard team members do not have access to billing settings.
💡 Tips
- Always keep at least one valid payment method on file to avoid service interruptions.
- After updating your primary card, check the Activity Log tab under Billing to confirm the change was recorded.
- If you have an upcoming renewal date, update your card at least 24 hours in advance to ensure the change processes correctly.
🆘 Need More Help?
If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.