Managing My Payment Methods
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Easily manage your payment methods straight from your customer payment dashboard to make quick & easy payments.
Login to your customer payment dashboard and follow these steps to easily add and remove payment methods:
Navigate to Payment Methods
Add Payment Method
Remove Payment Method
Navigate to Payment Methods Within your customer payment dashboard, navigate to the Payment Methods section.
Add Payment Method Select ‘Add new card’ if you’re adding in a credit card and/ or select ‘Add a new bank’ if you wish to pay via ACH and enter in the applicable details.
If you’re adding in a credit card, enter in the applicable fields and select ‘Add Card’
If you’re adding in your bank account, either connect via Plaid and follow set up instructions;
Or manually connect your bank account by selecting on the X in the Plaid pop-up and proceed to enter in your banking details. Select the account type and hit ‘Add account’ to save your information.
Remove Payment Method To remove any saved payment methods, select ‘Remove’ under the applicable payment method.
You're all set! 🎉