Adding a payment via the Client Portal

Overview

Sometimes, customers may need to change their payment method or add a new one. This can be easily done within the Client Portal. This guide teaches you how so that you may provide your customers with the correct steps on how to do this.

Client Portal

On the left-hand side, you’ll see the navigation menu. From there, you’ll be able to choose from a variety of sections. In this particular case, you’ll want to select Billing and payment. This will prompt a series of L2’s, go ahead and click on Payment methods.

Changing Payment Method

Within this section, you can see all of the payment methods you have linked to your account. You’re able to pay your invoice with any of these. If you have automatic payment turned on for any of them, it’ll automatically charge to that specific payment method.

You’re also able to add new payment methods via this section. By selecting Add payment method below the current payment methods, you’ll be able to fill in the necessary information to add either a Credit Card or a Bank Account. Below, you’ll find the information required to add either option as a payment method.

Once the payment method is added, you can either enable it as your automatic payment method or use it when paying your invoice manually.

Removing a Payment Method

If you ever want to remove a payment method, you can simply click on the ellipsis menu on the right-hand side of the method and select Remove payment method.

You must always have at least one payment method assigned to your Client Portal. If you wish to remove the payment method, you must add a new one first to replace it.