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Update Method of Payment

To Update Method of Payment (MOP) for Opero Documents:

  1. Go to the Salesforce AppExchange and click on “Login” button on the top left of the page and login with Salesforce.
    1. Must be an admin user or user login linked with app subscription with proper permissions to make changes to app subscription.
  2. Click your icon in the top right, then select ‘My Installs & Subscriptions.”
  3. Click on the drop down arrow for Opero Documents subscription and click “manage subscription.”
  4. Click to edit and follow steps to update method of payment (use a credit card or ACH for direct bank account transfer)
  5. Click save.