Updating Your Credit Card Info


This tutorial will walk you through the steps to change your credit card information in TrustBooks.  

1. Start on the Dashboard Page, select MISCELLANEOUS.

2. Select Manage Firm Settings

3. Select Manage Billing 

4. Update your credit card information.

Note: Enter the credit card number without any spaces. Use two digits for the month and 4 digits for year. Use the CVS Code from the back of the card unless it's an American Express then it is the 4-digit code on the front. If your current card number is already entered, you can put your curser in the field and type your new credit card number over the old one. 

5. Click the Update Billing button to save your changes.