## **💳 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**

1. Click your **avatar** in the top-right corner of the platform.
2. Select **Billing** from the dropdown menu.
3. Open the **Plans & Top-ups** tab.
4. Click **Add Payment Method**.
5. 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**

1. On the **Plans & Top-ups** tab, locate your newly added card in the payment methods list.
2. Click the option to **Set as Primary** next to the new card.
3. 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**

1. Still on the **Plans & Top-ups** tab, find your old card in the payment methods list.
2. Click **Remove** or the delete icon next to it.
3. 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.