Adding, updating and removing credit cards

Table Of Contents

Learn how to add a payment method and update the card used for your Realworks subscription.

Interactive Guide # #

Click ‘Get Started’ to see how:

Step by Step Guide #

1. From the ‘My Agency Edge’ dashboard, locate the ‘Realworks’ product and select ‘Manage’.

Realworks product in My Agency Edge with the Manage button highlighted

2. Scroll to the ‘Payment method’ section and select ‘Update payment method’.

Realworks subscription page showing the Update payment method button

3. Under ‘Choose your payment method’, select ‘Add card’.

Update payment method page with the Add card option highlighted


4. Enter your card details, including the ‘card number, expiry date’ and a unique ‘nickname’ for the card.

Add a card form showing fields for card number, expiry date and nickname


5. Review the card sharing option. Select ‘Share this card’ if you want team members in your organisation to be able to make purchases using the card. Then select ‘Add card’.

Add a card form showing the Share this card option and Add card button

Removing a payment method #

  1. From the My Agency Edge dashboard, locate the Realworks product and select ‘Manage’. Click here to manage and delete your current default card.
Saved card tile with the Manage option selected.

2. In the ‘Manage card’ screen you can click here to update the card number.

    Manage card screen showing card details, card preferences and update options.

    3. Or click ‘Remove card…’to delete it from your account.

    Remove card section showing the option to remove a saved card from the account.

    4. Tick the confirmation box, then select ‘Remove card’ to remove the card from your account.