Invoice Topics

Paying with a Bank Account

You can add a credit card on your manage payment page. If desired, you then can set this saved credit card to be used as your default payment method. Adding a saved credit card also makes making a one time invoice payment quick for you can choose to use a saved credit card.

You also have the option of adding a credit card while making an invoice payment.

Saving ACH payment method

  1. Click your name in the top right corner of the page. It will give you a dropdown of options. 
  2. Select “Payment Methods”
  3. Click “Add Payment Method”
  4. Select the “New ACH” type of payment method
  5. Click “Add Payment Method”
  6. Click “Verify” 
  7. A new popup will appear where you need to pick your bank you wish to use
  8. Log in to your bank account
  9. You can click “Set as default” if you wish this to be the default payment method used
  10. Click Save
  11. Now you will see the new ACH listed above in the payment methods list.

If this is the only saved payment method, it will automatically be set to default; if you add additional payment methods, you can select a new default.

Adding new ACH while making a payment

  1. From the invoice page, click the “Pay Invoice” button
  2. Select the “New ACH” type of payment method
  3. Click “Verify”
  4. A new dialog will appear where you need to pick your bank you wish to use
  5. You can click “save payment method” if you wish to to be able to use this payment method in the future
  6. You can click “Set as default” if you wish this to be the default payment method used
  7. Click Pay
  8. You are returned to the invoice page that now reflects your payment

If this is the only saved payment method, it will automatically be set to default; if you add additional payment methods, you can select a new default.

You can view and edit your saved payment methods on your payment management page

What if the popup does not appear?

Confirm that you don’t have popup blocker on for your web browser

What if my bank isn’t listed?

Sadly not all banks are set up to use Plaid. You will need to use another payment method.

Relevant information

How to manage your payment methods

How to pay an invoice

What invoice statuses mean