How to add a Payment Method - Admin Portal

Add a Payment Method for Your Client

ACH or Credit Card

Step 1: Navigate to Customers

Go to the "Customers" section from your dashboard.

Step 2: Select Your Customer

Click "Customers" and search or select the applicable customer.

Step 3: Add Payment Method

1. Locate the desired payment method type and click "Add New".
2. Input the necessary information for ACH or Credit Card.

⚠️ ACH Notice

When adding a bank account on behalf of your client, bank verification can take up to 3 business days. Learn more.