You can save your payment method to speed up the process for making future payments. Saving a payment method requires you to have a user account.
You can create multiple saved payment methods in the portal. Any accepted payment method, including credit card, debit card (if enabled) and ACH bank transfers may be saved in the portal.
There are three different ways you can create a new saved payment method:
Steps to save a payment method while paying an invoice:
- Log into the portal with your username and password. Click Here if you need help setting up your account.
- By default, the "Invoices" section is shown.
- Select one or more of the invoices you would like to pay
- To the right of your screen you'll see a section labeled "Make a payment"
- Under "Payment Method" you will see the option to add either a bank account or card option.
NOTE: If you have previously created a saved payment method, your saved payment method will also appear on this list of available options. - Enter in the details for your new payment method once prompted (credit card, debit card, or bank transfer).
- At the bottom of the prompt, you will see a checkbox with the wording 'Save payment method'. Select this prior to clicking 'Continue'
- To complete the payment you may enter in one or more email addresses to receive a receipt and select the “Pay $XXXX” button.
- A small pop up will appear to confirm the payment is complete and then you will be redirected to the "Invoices" tab again.
Steps to save a payment method for future payments:
- Log into the portal with your username and password.
- By default, the "Invoices" section is shown. Select the “Settings” tab along the top.
- Navigate to the “Saved Payment Methods” section at the bottom of the page.
- If you have previously created any saved payment methods, they will be shown here.
- To create a new saved payment method, select “+ Add Payment Method”.
- Select the payment type (credit card, debit card, or bank account) and enter in the details associated.
- Once the payment details are entered, select the “Save” button to save.
Steps to save a payment method while creating a recurring payment or AutoPay:
Recurring and AutoPay payments require the use of a saved payment method.
When creating a new recurring payment or AutoPay, you are given the option to use an existing saved payment method, or to create a new saved payment method.
- Click Here for step-by-step instructions on how to create a recurring payment method.
- Click Here for step-by-step instructions on how to create a recurring payment method.
Additional Resources: