Managing My Payment Methods

Easily manage your payment methods straight from your customer payment dashboard to make quick & easy payments.

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Login to your customer payment dashboard and follow these steps to easily add and remove payment methods:

1. Navigate to Payment Methods
2. Add Payment Method
3. Remove Payment Method

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1. Navigate to Payment Methods Within your customer payment dashboard, navigate to the Payment Methods section.

1. Add Payment Method Select ''Add new card' to add a credit card or debit card, 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'

Manually connect your bank account and proceed to enter in your banking details. Select the account type and hit 'Add account' to save your information.

1. Remove Payment Method To remove any saved payment methods, select 'Remove' under the applicable payment method.

**Payment methods cannot be edited.** If your card or account details change (e.g., a new expiration date), you must remove the old payment method and add a new one with the correct details.

ACH Bank Account Setup

ACH (bank transfer) payments are a free, convenient, and secure way to pay your invoices directly from your bank account. When you add a bank account in your customer payment dashboard, your details are saved for future use so you can pay quickly without re-entering them each time.

Some banks require new accounts to be whitelisted for ACH debits before payments can be processed. If your bank has this requirement, you will need to contact your bank directly and ask them to whitelist the following Originator ID for Alternative Payments:

Originator ID: 8263863381

Alternative Payments does not provide step-by-step instructions for whitelisting with individual banks, as each bank's process is different. Please contact your bank directly to complete the whitelisting process.

You're all set! 🎉

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