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How do I update my billing information?

If you ever need to update your credit card or billing address information, this can be done quickly by the database owner.

When logged into Redtail CRM, click on the Manage Your Subscription link under the menu that opens underneath your name: 

manage_your_subscription.png 

You'll then be prompted to login again (for security purposes). After doing so, click Billing Information from the Subscription Management box on the left:

billing_information.png 

Then, just enter your new Credit Card and/or Billing Information and click Save

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