How to Change your Payment Method or Credit Card in the Partner Portal

Manage the payment method that your business uses in the Smith.ai partner portal.

If you are looking to update payment methods on individual accounts, view this article.
  1. Log into your Smith.ai partner portal.
  2. Press the Settings icon in the bottom left of the portal.
  3. You can maintain a primary and secondary payment method. Your primary payment method will always be charged first. A secondary payment method can help avoid unnecessary service interruptions if the primary method fails.
    1. To update your payment method, click Update payment method. You can add a credit card. To add ACH as your secondary payment, please email billing@smith.ai.
      If your current payment method has previously failed, the Payment Method section will be pink. Press Update to change your payment method.
      The system automatically retries any failed payments when you update your payment method.
    2. To add a secondary payment method, click Add. You can add a credit card. To add ACH as your secondary payment, please email billing@smith.ai. A secondary payment method can help avoid unnecessary service interruptions if the primary method fails.
      1. If your primary payment method fails and your secondary email is charged, you will be notified via email.
  4. Enter your new payment details and press Update.
  5. You'll see a confirmation on the page.

Questions? Contact us!

If you're already a Smith.ai client and need help, please email us at support@smith.ai or call us at (650) 727-6484 for assistance.

If you're not yet a Smith.ai client, please schedule a free consultation to get started with our virtual receptionist services or email us at sales@smith.ai. We'll help you select the best plan to match your business’s growth goals and budget.

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