Adding Payment Methods
You can add a payment method(s) to your profile so that your information is saved to make paying your invoices easier! You have the option to save credit/debit card information, as well as bank transfers from checking or savings accounts.
Here are directions for adding a payment method from within your client portal:
- Login to Doulado
- Click on main menu under your name in top right corner
- Select view your profile
- Under payment methods on the right hand side, choose add
- If adding a credit card, select credit card from the dropdown payment method details (selected by default) and enter the card information there and save as a payment method
- If you want to add a bank account, select bank transfer from the dropdown payment method details
- Add in bank account information
- The bank account needs to be verified by inputting the two deposits that Doulado puts into your account. Once you receive 2 small deposits within the next 1-3 business days, go back to the payment method details, and select verify
- Enter the 2 deposit amounts you received to verify the account
- Now when paying an invoice within Doulado, you will have that payment method saved as an option to pay with!