Add a Payment Method

To make paying your invoices quick and easy, you can save a payment method to your profile. This allows you to pay securely using a credit or debit card, or by authorizing direct debit from your checking or savings account.

You can add your payment method at any time through your profile, or while completing a payment on an invoice.

Adding a Payment Method From Your Profile

  1. Open your profile, then use the Add button found in the Payment Methods section.

  2. Choose your desired payment method from the dropdown choices, and enter the relevant details.

  3. Click Save once you're done.

If you selected Bank Transfer as payment method, this needs to be verified before you can use it to make any payments (see Verify your Bank Account).

Adding a Payment Method When Paying an Invoice

  1. Open the invoice via email or by going to the main Billing tab and staying in Invoices.

  2. Once you open the Invoice modal, click on the Make A Payment button on the bottom-right corner.
  3. Choose Card or Bank Account from the payment details dropdown.
  4. If you add a card, you can use it immediately to pay the invoice.
    • If you add a bank account, enter the details, close the invoice, and follow the steps in Verify Your Bank Account to complete the payment later.