How to Set Up Payment Preferences in Settings

📍 Navigation: To access settings click on the gear icon at in the top navigation.

Users can toggle their default payment method between ACH and Credit Card
By default, ACH is set as the default payment method for all invoices
To select a default payment method, click on the pencil icon and then choose the desired payment method from the drop-down

This setting enables the user to save a funding account to make ACH payments
To add an account, click on 'Add an ACH account'
Users will have to add the account details in the pop-up as shown above.
Once the details are validated, the account details are saved and the account can be used to make payments.
Users can add and use only one account for ACH payments at a time. To add another funding account for ACH, user will have to delete the existing account and add another one.

Add a Card for Credit Card Payments

This setting enables the users to save credit card details to make payments via credit card
To save credit card details, users can click on 'Add a credit card'
Users will have to add card details as shown
After the details are validated, the card is saved and can be used to make payments
Users can add and use only one card at a time. Users will have to delete the saved card details to be able to add another card.

To delete a saved ACH account or a card, users can click on the trash icon to the right of the account or card as shown below
After confirmation, the account will be deleted

If you would like to eliminate the work of sending payment, you have the option to opt into Autopay
First they select 'Opt in' in the drop down
Then select when you would like to send payment, you can either send payment on the invoiced date, the due date or the last day of the early pay discount window

How to manage payment settings, including setting a default payment method, adding ACH or credit card details, enabling Autopay, and deleting saved accounts.