Update, add, or delete your payment method – Help Center

Manage the payment information for your Otter purchases, including subscriptions, changes, and additional licenses. The primary card on file will be used for all purchases.

Note: If you are part of a Workspace, only an admin can access and manage the payment methods. Contact your Otter Admin to manage billing information.

Manage your payment information

Manage all of your payment details on the Billing page.

Sign in to Otter.ai.
Click on your profile in the upper left corner and select Account Settings. Click the Billing tab.

Note: If you do not yet see this option, click Plans first to view the billing tab.
Scroll down to the Payment Method section.

Tip: You can view and download all of your receipts on the billing page!

Add a new payment method

Add a new credit card to use for future payments.

Follow the steps above to navigate to the Billing page.
Click Add next to Payment Method.
Enter your card details in the pop-up.

Note: Optionally, uncheck Make primary payment if you do not want this card to be charged as the default payment.
Click Add to confirm.
The card has been added and will be used for all future payments.

Repeat steps 1-4 to add multiple payment methods.

Update your credit card information

Update your credit card information anytime for new details or to replace expired credit cards.

Note: If your credit card payment is declined, Otter may retry the charge several times before canceling the subscription. Please add or update your credit card before your next renewal or subscription change. We will automatically retry using the updated credit card information.

Follow the steps above to navigate to the Billing page.
Click on the 3-dot menu next to the credit card you want to update. Click Edit.
Enter your updated card details in the pop-up.

Note: Optionally, uncheck Make primary payment if you do not want this card to be charged as the default payment.
Click Save to confirm.
The card has been added and will be used for all future payments.

Delete a payment method

Delete a credit card on file.

Note: You must have one card on file for renewals, subscriptions, and license purchases. If you have one card on file, you will not be able to delete the default card.

Follow the steps above to navigate to the Billing page.
Click on the 3-dot menu next to the credit card you want to delete. Select Delete.

Note: To delete the existing default card on file, set another card as the default first.
Carefully review the pop-up. Click Delete to proceed.
The card has been deleted from your account.

If you have only one card on file (set as the default), you will not be able to delete it. Add another payment method and set that card as the default first. You can then follow the steps above to delete the card on file.

Make a card the default payment method

If you have multiple cards on file, you can set a default payment method. The default payment method will be used for all future subscriptions, licenses, and purchases.

Follow the steps above to navigate to the Billing page.
Click on the 3-dot menu next to the credit card you want to set as the default payment method. Select Make default.
The card is set as the default payment method and will be used for all future charges.

Purchases made through the Apple App Store or Google Play Store

If you used your phone to purchase an Otter subscription, you must manage your payment method through the Apple App Store or Google Play Store.

Learn how to change your payment method through the Apple App Store

Learn how to update your payment method through the Google Play Store

FAQs

My credit card has expired. How do I update?

Follow our steps to update your credit card information for an expired credit card.

Can I delete all cards on file?

You must have one card on file for renewals, subscriptions, and license purchases.
You will not be able to delete the default card.
For any questions regarding this or the permanent removal of all cards on file, contact our Otter Support Team.

Why don't I see the delete option for my card?

You cannot delete the default card on file. Add another payment method and set that card as the default to delete the other card.
For any questions regarding this or the permanent removal of all cards on file, contact our Otter Support Team.

Do you have any payment methods besides credit cards?

At this time, we only accept credit cards for direct purchases through our site.
For subscriptions purchased through the Apple App Store or Google Play Store, refer to their platform for more information on available payment methods.

If you have any questions or require further assistance, please contact our Otter Support Team.

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