Adding or Updating a Payment Method
How to add, replace, or remove the saved card used for paid subscriptions and chargeable bolt-ons.
The saved payment method lives on the Subscription overview page. Work Planner uses it for paid subscription renewals, some plan changes, and chargeable bolt-ons.
Where You Manage It
- Add Payment Method: shown when no card is stored yet.
- Pencil button: opens the payment popup so you can replace the saved card.
- Delete button: removes the current card after a confirmation step.
- Payment popup during plan changes: the same Stripe-backed card form can also appear while you are switching plans.
What Happens In The Popup
Work Planner loads a Stripe Elements card form inside the popup. Enter the new card details there and confirm. If the popup was opened during a plan change, Work Planner saves the card first and then carries on with the plan change automatically.
When You Need A Saved Card
- Paid renewals: a paid plan cannot keep renewing cleanly without a valid payment method.
- Paid plan upgrades: some upgrades need a saved card before Stripe can collect the charge.
- Chargeable bolt-ons: recurring or paid one-off add-ons can redirect you here if no card exists.
- Resuming a cancelled paid plan: Work Planner checks for a payment method before it allows the paid subscription to resume.
When You Can Leave It Alone
If the account is on a genuinely free plan, or if billing is paused because you are still inside a beta period, the card is not urgent. During beta Work Planner even tells you that payment methods are not required yet.
Deleting The Saved Card
Deleting the card removes the payment source from the account. That can be fine if you are intentionally winding the subscription down, but it also means the next paid renewal, paid plan change, or paid bolt-on purchase may be blocked until a new card is added.
Related articles
- Subscription Overview: where the card is shown.
- Upgrading or Changing Your Plan: one of the main flows that can require a saved card.
- Choosing a Bolt-On to Add: chargeable add-ons can send you back here.