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Payment Methods

Using your ActiveProspect ID, all of your subscriptions can automatically be billed to your payment method on file. Self-service plans may pay via credit card. Professional and Enterprise plans may pay by credit card or ACH. For details on what is included in each plan, see Account Plans.

Updating your Payment Method (Professional and Enterprise Plans)

To update your payment method, follow these steps:

  1. Log in to your SSO account
  2. Navigate to the My Account page
  3. Once on the My Account page, scroll down to the Billing/Payment section
  4. Select the Update Billing/Payment Info button
  5. Follow the appropriate steps below for ACH or Credit Card payment

Add or update ACH payment method

  1. In the Add ACH Information section, enter your routing and account numbers.
  2. Select an account and ownership type
  3. Add your ACH Billing Address
  4. Once you’ve entered the required information, click the Add ACH Info button

Add or update credit card payment method

Some clients who have opted for ACH payments may not see the option to pay by credit card. If you have any questions about your payment options, please email your Client Success Manager or support@activeprospect.com

  1. In the Add Credit Card section, enter your credit card number, expiration date, and  security code
  2. Add your credit card billing address
  3. Once you’ve entered the required information, click the Save Credit Card Info button

Fund Wallet using a credit card (Self Service)

When setting up your account, you should be prompted to enter your credit card details with a minimum payment of $10 to be applied to your wallet. If you did not set up your credit card, follow these steps:

  1. Log in to your SSO account
  2. Navigate to the Credit Card Details page
  3. Enter your credit card details, including address and click Add Money to add funds to your wallet

Change or Update Payment Method (Self Service)

  1. Log in to your SSO account
  2. Navigate to the Wallet page
  3. Click the Gear icon next to Payment Method
  4. You may edit your billing information on the Edit Card tab or enter a new credit card in the Replace Card tab. You may also delete your card information by clicking Delete Card.

For more information on Self Service billing, please see Self Service FAQ and Self Service Billing.

Frequently Asked Questions

Q. What service do you use to process my ACH payment?
A. We partner with Braintree to securely process your ACH payments.

Q. Can I submit an ACH payment manually?
Yes, you can. Once your ACH information is verified, select the ‘Pay Now’ option from the ‘My Account’ tab.

Q. Do you store my bank account or credit card information in SSO?
No. SSO does not store any of your bank account information - it doesn’t even pass through our servers. Banking information is submitted directly to Braintree.

Q. What type of accounts can set up ACH Payments?
A. Professional and Enterprise accounts can configure ACH Payments in SSO. The service is not currently available to self-service clients.

Q. What happens if a payment fails?
A. If a payment fails, you’ll receive an email notification from support@activeprospect.com alerting you to the failure. Log in to your account and update your ACH payment information in SSO to prevent any potential interruption of service.

Q. I was prompted to verify my transaction, what do I do?
A. If your account could not be verified automatically, you will be prompted to Verify transactions in your bank account. It may take 2-3 business days to post to your account. Upon successful verification, you will see a green banner at the top of your My Account page indicating Bank Information verified.

 

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