If you need to update your BestNotes payment information, you can do that by following the steps outlined in this document.

Permissions Required

  • System Administrator

Updating Payment Information

To access account information, you need to have the "System Administrator" checkbox enabled for your user account.

 Note:  If you have a suspended account, you will need to login with the "Sysadmin" username.

Navigate to Account Information

  1. In your BestNotes, navigate to "Settings" and "Account Details."

System Administrator checkbox

Settings and Account Details

  1. In the "Account Bill" section, select the "Update payment details" link.

Update Payment Information

  1. Update the 'Receipt Email Address' as needed. This will be the address used to send digital receipt correspondence.
  2. Click "Create Ticket" to initiate a support ticket with our Finance department. 
  3. Our Finance department will follow up with you through the helpdesk ticket to provide a secure way to update your payment information. 
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