Updating credit card information on the Cloud Softphone portal

Replace or add a credit card from Organization → Details → Billing and Accounting, then select Setup Credit Card and submit the new card.

Step-by-step

1. Log in at providers.cloudsoftphone.com.

2. In the Organization pane, select Details:

3. Then, open the Billing and Accounting tab:

 

4. If an existing agreement blocks changes, use the on-screen option to Update or Cancel it, then continue.
5. Select Setup Credit Card.
6. Enter the card holder and number, then select Submit Credit Card.
7. Confirm the new card appears under Payment methods setup.

Alternatives

You can also configure PayPal or use a prepaid TopUp in the same tab; setup steps are in the Payment Methods guide.

Troubleshooting

• Setup Credit Card is disabled: Refresh the page or clear the previous agreement as prompted, then retry.
• Error while submitting: Re-enter details and ensure the billing address matches your card issuer.
• Still can’t update: Verify your organization details are current in Organization → Details or open a support ticket from the portal.

For more information, refer to the video below: