How to Save a Payment Card in CarrierOS AI
Payment card setup is for CarrierOS AI subscription billing, not freight invoices to brokers. Follow the steps below to save a payment card in CarrierOS AI, then confirm the saved result before the office relies on it.
On this page
- Quick answer
- Before you start
- Step-by-step instructions
- Review checklist
- What happens next
- Common problems
- Related guides
Save a payment card in CarrierOS AI: quick answer
Open Subscription & Billing, review the SaaS billing panel, add the card through the payment method area, and confirm the saved card status.
Before you start
- Use an owner or billing admin account.
- Have the payment card ready.
- Understand this is for CarrierOS subscription billing only.
Step-by-step instructions
- From the left menu, open Settings, then Company Settings.
- Inside Company Settings, open Subscription & Billing.
- Review billable trucks and current estimate.
- Find the payment method area.
- Enter card details in the secure card field.
- Save the card and confirm it appears as saved.
Review checklist
Use this checklist before you save, send, approve, or rely on the record.
- Payment method: The saved card used for subscription billing.
- Billable trucks: Active trucks counted for software billing.
- Current estimate: Estimated subscription charge for the current period.
- Invoice history: CarrierOS SaaS invoices, not freight invoices.
What happens next
After saving a card, review billable truck status before month end.
Common problems and fixes
- If the card does not save, check card details and required fields.
- If the estimate looks wrong, review active truck status.
- If you are trying to invoice a broker, use Invoices instead.
Tips for carrier offices
- Do not save cards in screenshots or support messages.
- Review active trucks before billing day.
- Keep freight invoices and SaaS billing separate.
