How do I update my saved card?

You can replace the card on file yourself, any time, from the Billing tab.

Steps

1. Open the Billing tab in your client portal.
2. On the Card on file card, click Update (or Add card if none is saved yet).
3. In the dialog, make sure the Card tab is selected, then enter the name on the card, card number, expiry (MM/YY), CVV, and ZIP.
4. Click Save card.

Your card details go directly to the secure payment gateway — Pledgix never sees or stores the full number. Only the brand and last four digits are shown afterward.

The best part: automatic retries

The moment a new card is saved, Pledgix automatically retries every open invoice that is billed to your saved payment method. (Pay-by-link invoices are never charged to your card — pay those from their View & Pay page.) If a payment failed because your old card expired, saving the new card usually fixes everything in one step — you'll see a confirmation like "Card saved — retrying 2 open invoices now."

Tip: If you see a red "A payment didn't go through" banner at the top of the Billing page, the Fix payment method button in the banner opens this same dialog — it's the fastest path to recovery.

Prefer to pay from a bank account instead? The same dialog has a Bank (ACH) tab — see Can I pay by bank (ACH)?