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Update Method of Payment and Billing Contacts

To update method of payment (MOP) and billing contacts for Opero Documents:

If you activated using Opero, after October 2023:

  1. You were emailed an activation email when you activated which included unique links to update payment method / billing contacts. The subject was “Opero Documents is now active”. If you cannot find the email click here to retrieve your unique links.
  2. Click the link in email to update payment method and billing contacts.
  3. You can then enter a new payment method to save for all future charges or just update billing emails only without changing the payment details or both.
  4. Click the “Update payment method” button to submit.

If you activated in AppExchange Checkout:

  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.