Update Method of Payment and Billing Contacts
To update method of payment (MOP) and billing contacts for Opero Documents:
If you activated using Opero, after October 2023:
- You were emailed an activation email when you activated which included unique links to update payment method / billing contacts. The subject was “Opero Documents is now active”. If you cannot find the email click here to retrieve your unique links.
- Click the link in email to update payment method and billing contacts.
- You can then enter a new payment method to save for all future charges or just update billing emails only without changing the payment details or both.
- Click the “Update payment method” button to submit.
If you activated in AppExchange Checkout:
- Go to the Salesforce AppExchange and click on “Login” button on the top left of the page and login with Salesforce.
- Must be an admin user or user login linked with app subscription with proper permissions to make changes to app subscription.
- Click your icon in the top right, then select ‘My Installs & Subscriptions.”
- Click on the drop down arrow for Opero Documents subscription and click “manage subscription.”
- Click to edit and follow steps to update method of payment (use a credit card or ACH for direct bank account transfer)
- Click save.