How to Update Your Billing Details

Keeping your billing information current ensures uninterrupted service and helps prevent payment failures. This guide walks you through updating payment methods, managing saved details, and maintaining account security.

Accessing Your Billing Settings

Via Client Portal

1. Log into your client portal at https://my.uncleb.tech
2. Navigate to "Billing" in the main menu
3. Select "Payment Methods" from the dropdown
4. You'll see all your saved payment methods and options to add new ones

Quick Access from Invoices

1. Open any unpaid invoice from your email or client portal
2. Click "Update Payment Method" near the payment button
3. This takes you directly to the payment method management page
4. Make your changes and return to complete the payment

Adding New Payment Methods

Credit and Debit Cards

1. Click "Add Payment Method" in your billing section
2. Select "Credit/Debit Card" as the payment type
3. Enter your card details securely:
   • Card Number: Full 16-digit card number
   • Expiry Date: MM/YY format
   • CVV: 3-digit security code (4 digits for Amex)
   • Cardholder Name: Exactly as it appears on the card
   • Billing Address: Address associated with the card
4. Choose whether to set this as your default payment method
5. Click "Save Payment Method"

PayPal Integration

1. Click "Add Payment Method" and select "PayPal"
2. You'll be redirected to PayPal's secure login page
3. Log into your PayPal account and authorize the connection
4. Return to your UncleBTech portal to confirm the setup
5. Set PayPal as default payment method if desired

Bank Transfer (UK Customers)

1. Select "Bank Transfer" as your payment method
2. Provide your bank account details for BACS payments
3. Note: Bank transfers require 3-5 business days to process
4. Set up Direct Debit authorization for automatic payments
5. Receive confirmation of bank transfer setup

Security Note: All payment information is processed and stored by our PCI DSS Level 1 compliant payment processor (Stripe). UncleBTech never stores your full card details on our servers.

Updating Existing Payment Methods

Updating Card Information

For Expired Cards:

1. Go to "Billing" → "Payment Methods"
2. Click "Edit" next to the expired card
3. Update the expiry date and CVV if needed
4. Update billing address if it has changed
5. Save the updated information

For New Card Numbers:

1. It's more secure to add a new payment method rather than updating the card number
2. Add the new card using the process above
3. Set the new card as your default payment method
4. Delete the old card once you've confirmed the new one works

Updating Billing Address

1. Click "Edit" next to any saved payment method
2. Update the billing address fields
3. Ensure the address matches your bank/card records exactly
4. Save the changes
5. This address will be used for VAT calculations and invoice generation

Managing Default Payment Method

1. In your payment methods list, look for the "Default" label
2. To change default: click "Set as Default" next to your preferred method
3. The default method will be used for automatic renewals and new purchases
4. You can still choose different methods at checkout if needed

Payment Method Security

Security Best Practices

• Regular Updates: Update expiry dates before cards expire
• Monitor Statements: Regularly check your bank/card statements for UncleBTech charges
• Secure Connections: Always access billing settings over HTTPS
• Log Out Properly: Always log out completely when using shared computers

Protecting Your Account

• Strong Passwords: Use a unique, strong password for your client portal
• Two-Factor Authentication: Enable 2FA when available
• Regular Reviews: Periodically review your saved payment methods
• Remove Old Methods: Delete expired or unused payment methods

Suspicious Activity

If you notice unauthorized charges or suspicious activity:

1. Contact Support Immediately: Email billing@unclebtech.com
2. Change Your Password: Update your client portal password
3. Review Recent Activity: Check all recent invoices and account changes
4. Contact Your Bank: Report any unauthorized charges to your bank
5. Update Payment Methods: Remove compromised payment methods

Auto-Pay and Automatic Renewals

Setting Up Auto-Pay

1. Ensure you have a valid default payment method
2. Go to "Billing" → "Auto-Pay Settings"
3. Enable auto-pay for the services you want
4. Choose timing: charge 7 days before due date (recommended) or on due date
5. Set spending limits if desired to prevent unexpected large charges

Auto-Pay Benefits

• Never Miss a Payment: Automatic payments prevent service interruptions
• Early Payment Discounts: Some services offer discounts for early auto-pay
• Convenience: No need to manually pay each invoice
• Flexibility: Can be disabled anytime if your situation changes

Managing Auto-Pay

• Enable/Disable: Turn auto-pay on or off for individual services
• Payment Timing: Adjust when automatic payments are processed
• Spending Limits: Set maximum amounts for automatic charges
• Notification Settings: Choose how you're notified about automatic payments

Auto-Pay Tip: Enable auto-pay but keep email notifications on so you're always aware of charges and can monitor for any issues.

International Payment Considerations

Currency and Exchange Rates

• Base Currency: All UncleBTech services are priced in British Pounds (GBP)
• Currency Conversion: Your bank/card provider handles currency conversion
• Exchange Rate Fluctuations: Charges may vary slightly due to exchange rate changes
• Multi-Currency Cards: Use cards that offer favorable exchange rates

VAT for International Customers

• EU Customers: Appropriate VAT rates applied based on your location
• Business Customers: Provide VAT number for reverse charge where applicable
• Non-EU Customers: Generally no VAT applied
• VAT Invoices: Full VAT invoices provided for business expense claims

Payment Processing Times

• UK Cards: Immediate processing
• EU Cards: Usually immediate, may take 1-2 business days
• International Cards: 1-3 business days depending on your bank
• Bank Transfers: 3-5 business days for international transfers

Troubleshooting Payment Issues

Common Payment Problems

Card Declined:

• Check that card details are entered correctly
• Verify sufficient funds or credit limit
• Ensure card is not expired or blocked
• Contact your bank if the card should work

PayPal Issues:

• Verify PayPal account has sufficient funds or linked payment method
• Check that PayPal account is in good standing
• Ensure PayPal authorization hasn't expired
• Re-authorize PayPal connection if needed

Bank Transfer Problems:

• Verify bank account details are correct
• Check that you have sufficient funds
• Ensure your bank allows international transfers (if applicable)
• Contact your bank about any transfer restrictions

Getting Payment Support

• Email Support: billing@unclebtech.com for payment-specific issues
• Live Chat: Available through client portal for immediate assistance
• Emergency Support: Mark tickets as "URGENT" for service suspension issues

What Information to Provide

When contacting support about payment issues:

• Invoice Number: The specific invoice you're trying to pay
• Payment Method: Which payment method you're trying to use
• Error Messages: Exact error messages you're seeing
• Transaction Details: Any transaction IDs or reference numbers
• Timeline: When the payment issue first occurred

Business and Enterprise Billing

Corporate Payment Methods

• Purchase Orders: We can work with your procurement process
• Net 30 Terms: Available for established business customers
• Wire Transfers: International wire transfers accepted for large accounts
• Multi-Signatory: Support for accounts requiring multiple approvals

Agency and Reseller Billing

• Consolidated Billing: Single invoice for all client services
• White-Label Invoicing: Your branding on client-facing invoices
• Volume Discounts: Automatic discounts for multiple services
• Credit Terms: Extended payment terms for qualified agencies

Accounting Integration

• Automated Invoicing: Regular, predictable billing cycles
• Detailed Line Items: Clear breakdown of all charges
• Tax Documentation: Proper VAT handling and documentation
• Export Options: CSV and PDF exports for accounting systems

---

Need help updating your billing details? Contact our billing team at billing@unclebtech.com or submit a ticket through your client portal. We're here to ensure your payment methods work smoothly and securely.