Clients can pay invoices using debit and credit cards (Payment Cards), and Bank Transfers (ACH Bank Transfers). Users can view and manage their payment methods under Account > Payment Methods.
Default Payment Method
One payment method will always be selected as the default. This is the payment method that will be charged automatically for invoices. If multiple payment methods exist, the default payment method can be set by selecting the "Set as default" button next to the desired payment method.
Edit an Existing Payment Method
Payment methods can be edited by selecting the "Edit" button next to the desired payment method. Not all payment methods can be edited. To remove a payment method, please contact us directly.
Add a New Payment Card
Debit and credit cards can be preemptively added before receiving an invoice by selecting the "Add New Credit Card" button. All of the fields are required except for the Description. If the Description is left blank, the card will be given the name of the card provider followed by the last four of the card number (for example "Visa-4242"). The billing address options are provided from Account > Contacts. The billing address selected must match the address on file with the card issuer.
Add a New Bank Account
Bank accounts can not be added on the Payment Methods page but rather when paying an invoice directly. Additionally, the client must either meet certain criteria or have contacted our team to have ACH Bank Transfers enabled as a payment option. If bank transfers are enabled, when viewing an invoice online, the payment method will be listed as "ACH Bank Transfer". The invoice "Pay Now" button will direct the user to the Bank Transfer payment page. Here, a new bank account can be added by:
- Optionally adding an account name under "Description"
- Selecting "Add Bank Information" to enter banking details (Plaid is used to securely add bank accounts)
- Select your bank
- Sign in using your online banking credentials
- If multiple accounts exist under the connected online banking account, the desired payment account must be selected (checking, savings, etc)
