Updating Your Credit Card Info

 Overview: 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 with out any spaces. Use two digits for the month and 4 digits for year. Use the CVS Code from the back of the card unless its an American Express then it is the 4 digit code on the front. 

5. Click the  Update Billing button to save your changes