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Direct Customer credit card payment

The intent of this article is to guide customers on how to add a card to file to pay open invoices.

Cards are stored securely to PCL Level 1 Standards. More information on the Stripe integration can be found here: Details on Stripe Integration with Billing Add-on  

Steps for customers

  1. Log in to your customer account
  2. Tap Settings towards the bottom on the left sidebar
  3. Add a new payment type on the right of the page


Pro tip :: Scroll to the bottom of the Settings page to view your current payment methods linked to your account.

Pay through ACH

Payment through the Automatic Clearing is easy and the preferred method of payment for direct customers.

Set up is simple. Select ACH within the Payment Method Type drop down menu when adding a new payment method.

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