Summary
Learn how to add a new credit or debit card for Invoice Automate billing using the invoice plans settings screen.
This article covers:
About adding a payment card
Invoice Automate uses a default payment method for plan charges and any enabled add‑ons. You can add a new credit or debit card from the Invoice Plan settings area.
The card entry panel may also show Autofill Link, provided by Stripe Link, to autofill saved payment details after you authenticate with an email address.
Open the invoice plan packages screen
Use this screen to view package options and your current selection.
Go to: Settings
Select Invoice Plan
Select Packages
Select New Card (top right)
A right‑hand side panel opens, titled "Credit or debit card".
Add a new card manually
Use this method if you want to type the card details yourself.
In the Credit or debit card panel, select the Card number field
Enter the card details requested on screen
Select Add Card
Tip: If you receive error messages such as "Your card number is incomplete" or "Your card number is invalid," please verify the card details and try again.
Add a new card using Autofill Link
If you see Autofill Link in the card panel, you can use Stripe Link to autofill saved payment details after authentication. Stripe’s Link experience commonly starts by collecting an email address and then authenticating returning customers so details can be autofilled.
In the Credit or debit card panel, select Autofill Link
In the Continue with Link pop‑up, enter your Email address
Select Continue
Follow the prompts to authenticate and complete the card details.
Note: Stripe Link can prompt for additional verification (for example, a one‑time code) to authenticate and then autofill saved payment information.
Confirm the new card is ready to use
After you add the card, return to the Invoice Plans page and check the Card Details area.
Close the card panel (if needed)
Confirm the Card Details area shows the newly added card (for example, the card brand and the last four digits)
Select Save
Note: If you do not see the updated card immediately, refresh the page and check again.
What’s next?
Learn how to view your invoice plan, understand how invoice usage is counted, and choose the right package option for your agency.