Nextiva Connect: Updating Your Credit Card via the Nextiva Office Manager Portal

It is possible to log in to your Nextiva Connect Office Manager Portal and change the credit card on file without having to call into Nextiva Support. Adding a new credit card will update the information successfully. To change the credit card on file for your Nextiva Connect account, follow the instructions below. For instructions on how to change your credit card on file for your NextOS account, click here.


To Update your Nextiva Connect Credit Card: 

  1. As an Office Manager, you can access your administrator portal by clicking HERE.
  2. Log in to the portal with your admin credentials.
  3. From the main dashboard, click Billing, then click Manage CC, then click Add New Credit Card (Figure 1-1). 

Figure 1-1: Add New Credit Card


  1. Complete the Credit Card Information form accurately, and then click Save (Figure 1-2). 

Figure 1-2: Save New Credit Card


  • Name on Card: The full name listed on the Credit Card
  • Card Number: Credit Card number
  • Card Expiration Date: Expiration of Credit Card
  • Security Code: The CVV number on the back of Visa, MasterCard, and Discover cards (3 digits), or on the front of American Express cards (4 digits)
  • First Name: The First Name on Credit Card Statement
  • Last Name: The Last Name on Credit Card Statement
  • Address 1: Billing Address Line 1
  • Address 2: Billing Address Line 2
  • City: Billing City
  • State / Province: Billing State or Province
  • Postal Code: Billing Zip Code
  • Country: Billing Country

NOTE: Once the credit card has been saved, the new credit card becomes the new default credit card on file. We will process all future billing on this credit card until updated again.

Need additional help? Click here.
Updated on March 14, 2019

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