If you’re an ActiveCampaign Agency or Reseller, you can add and manage up to five billing profiles in the Partner Portal. Each billing profile represents a different credit card payment method. You can update billing profiles, remove eligible billing profiles, or assign a billing profile to your child accounts all from one place.
Take note
- The first billing profile on your Partner Portal account becomes the default payment profile. The default billing profile can be updated, but can’t be deleted.
- The billing address you assign to the default payment profile applies to all your billing profiles.
- You can save up to five billing profiles.
View your billing profiles
The Billing Profiles page shows the billing profiles saved to your Partner Portal account. To access the Billing Profiles page:
- Click the “Billing” icon on the left menu.
- Select “Profiles” on the left-hand side of the page.
Once on the “Profiles” page, you can review, add, update, or delete eligible billing profiles.
The default billing profile
The default billing profile is the first credit card added to your account after your partner portal is created. The default billing profile will be automatically assigned to your child accounts, unless you assign a specific billing profile to a child account. The credit card details in the default profile can be updated, but the default profile itself cannot be deleted. The billing address associated with that card will also become your default billing address. The default billing address will be automatically assigned to all of the billing profiles you create.
Add a billing profile
You can add a second, third, fourth, or fifth billing profile to your Partner Portal account. To add a new billing profile:
- Click the “Billing” icon on the left menu.
- Select “Profiles” on the left-hand side of the page.
- Click the “Add New” button on the lower left-hand side of the “Profiles” page. You will then access the “Billing Profile” page.
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Review the billing address.
- Note that any edits made to the address fields will apply to all of your billing profiles. If you need to update the billing address for all of your billing profiles, click “Update billing contact and address” at the top of the “Billing Profile” page.
- Enter your credit card details into the specified fields.
- Click the “Add billing profile” button.
When you have created the maximum of five billing profiles, the “Add New” button will be hidden.
Assign a billing profile to a child account
You can assign a specific billing profile to a child account when you create a child account, or by updating an existing child account.
Assign a billing profile when creating a child account
- Click the “Accounts” icon on the left menu.
- Select “Overview” on the left-hand side of the page.
- Click the “Add new account” button on the right-hand side of the page.
- Fill out the required fields, and when you reach the “Billing profile” dropdown, select a billing profile to assign to the child account.
- Click the “Add Paid Account” button.
Change the profile for an existing child account
- Click the “Accounts” icon on the left menu.
- Select “Overview” on the left-hand side of the page.
- Locate the child account you would like to update, and click the down carat next to the “Login” button on the right-hand side of the page.
- Select the “Change” option.
- Click the “Billing profile” dropdown at the bottom of the page, then select a billing profile.
- Click the “Submit” button.
Update a billing profile
Updating a billing profile changes the payment method for every active child account assigned to that profile. Permanently archived child accounts are not updated.
- Click the “Billing” icon on the left menu.
- Select “Profiles” on the left-hand side of the page.
- Click “Update” to the right of the billing profile you would like to edit.
- Enter the new credit card details.
- Click the “Update billing information” button
The new card will be validated before the update is completed.