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 as many different saved payment methods as you desire.
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
- The "Payment Summary" will appear to the right of your screen.
- Beside "Payment Method" select the bullet point next to "New".
NOTE: If you have previously created a saved payment method, "Saved" will be the default selection. Your current saved payment methods will be shown here. - Enter in the details for your new payment method (credit card, debit card, or bank transfer).
- Shown below the payment method details is an option to “Save Payment Method”. Select this option to save the payment method.
- Complete the payment by agreeing to the terms of service, entering in one or more email addresses to receive a receipt, and selecting 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.
- 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 transfer) and enter in the details associated.
- You will have the option to make this payment method the default payment method for your future payments at the bottom of the pop up.
- Once the payment details are entered, select the “Save Payment Method” button to save.
Steps to save a payment method while creating a recurring payment:
Recurring payments require the use of a saved payment method.
When creating a new recurring payment, 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.
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