How Do I Add or Change a Credit Card/Bank Account on File?

Article Sections

• Add/Change Credit Card
• Setting up an ACH Auto-pay
• Verifying your Bank Account (2nd Step in setting up your ACH Auto-pay)

Add/Change Credit Card

Do you need to add, delete or modify a credit card on your billing profile? This card is set up on Auto-pay which means we will charge your card automatically, five days after the date on the invoice.

1. First you'll need to login to the billing system
2. Once logged in, click on the Profile tab:
   
    
3. Then, click on the Credit Cards sub-tab:
   
4.  1. Add Credit Card to add a new payment card. 
    2. Destroy to delete the card from your company profile
    3. Click the Edit icon to make changes to it.
   
5. Click on the Profile tab after you've added your credit card.
   

1. Default Payment Method - Select Credit Card
2. Check the Auto-Pay box
3. Select the Use Radio Button
   

Don’t forget the Update button at the bottom right to Save.

Please see the related article about setting up an ACH Autopay below.

Setting up an ACH Auto-pay

If you would prefer to connect your Bank account for automatic payment rather than credit card, you can follow the below steps to do this. Then payment will be taken from your Bank account directly via ACH.

Click Profile Tab

Click Bank Accounts sub tab

Next, click Add Bank Account Button

1 - Fill in all blanks with the bank account information that you would like to make payments from.

2 - Click Attach Bank Account button to save.

After you have entered your Bank Account, this is only the first step! In order to verify your account, we must send two small deposits to your account. This typically takes 1-2 business days. Once those deposits have been posted, please return to the Bank Accounts page, click Verify and enter the amounts to complete the verification. See Verifying your Bank Account section below.

Verifying your Bank Account (2nd Step in setting up your ACH Auto-pay)

After you see the two small deposits in your bank account, log in to the billing system and navigate to your Profile tab, then Bank Accounts sub tab and follow the steps below.

Click the Verify button

1. Enter the first Deposit Amount
2. Enter the second deposit amount
3. Click the Verify Bank Account button to save.