Every customer account can have one bank account (ACH) and one credit card saved for Auto-Pay. Use the steps below to add a payment method for the first time, or to replace one that's already on file. If a customer needs more than one payment method on an account, see the note on additional payers at the end of this article.
Getting to Auto-Pay Settings
Search for the customer and open their Account.
Click the Billing tab.
On the right side of the Billing page, find the Auto-Pay Settings panel. This is where you'll add, view, or remove the account's bank account and credit card.
Adding a New Payment Method
Add a Bank Account (ACH)
Under Bank account on file, select Set up new account, then enter:
Name on account
Routing number
Account number
Routing numbers can be looked up by searching the bank's name; customers can find their account number on a bank statement or on a paper check.
Click Save to store the payment method.
Add a Credit or Debit Card
Under Credit card on file, select Set up new card, then enter:
Card number
Name on card
Card expiration date
Card zip/postal code
CVV code (3-digit code on the back of the card)
Click Save to store the payment method.
NOTE: Each account can only hold one bank account and one credit card. To give a customer more than one payment method — for example, splitting payments between two cards — set up additional payers on the account.
Replacing an Existing Payment Method
Delete the current payment method before adding a new one:
In the Auto-Pay Settings panel, click the trash can icon next to the bank account or credit card you want to remove.
Select Set up new account (for ACH) or Set up new card (for credit/debit), then enter the same details as above (name, routing/account number, or card number, expiration, zip, and CVV).
Click Save to store the new payment method.