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How To Add or Delete a Payment Method in The Client Portal

Clients have the option to save one or more payment methods in their Client Portal, making it quicker and easier to pay future invoices. To view, add and remove payment methods in the Client Portal, click the PROFILE icon in the top right corner of your screen. In the dropdown menu that appears, click PAYMENT METHODS.

This will open a pop-up window with a list of all your payment methods. If you haven’t added any payment methods yet, this list will be blank. To add a payment method, click on the ADD PAYMENT METHOD button at the bottom of this window.

Now, you’ll see a new set of fields appear. You’ll now be able to add details about your payment method.

Let’s first take a look at the PAYMENT TYPE field. There are two payment method types you can add: CREDIT (or credit/debit card), or BANK TRANSFER. 

If you choose CREDIT in this window, you’ll be prompted to add the name on your card, your card number, the card’s expiration date, CVV, and zip code.

On the other hand, if you select BANK TRANSFER in the PAYMENT TYPE field, you’ll see different fields populate. These will ask you to add details about the name on your bank account, your account type, routing number and account number. The BANK ACCOUNT TYPE field will display a picklist of account types for you to choose from. 

You can add a nickname for each payment method you add in the PAYMENT NAME field. If you plan on adding multiple of the same type of payment method (for instance, multiple credit cards), this will help you differentiate between them.

Finally, you can check off the box next to MAKE DEFAULT CREDIT/BANK TRANSFER PAYMENT to set this as your default method for making payments in the Client Portal.

Once you’ve filled out all the details about your payment method, click the SAVE PAYMENT METHOD button. Your payment method will now be added to your payment method list.

How To Delete a Payment Method

Unless you make the decision to remove a payment method, all the payment methods you’ve ever added will appear in your payment method list. If there’s a payment method that has expired, or that you no longer want to be made available to use, you can delete it from the Client Portal by following the steps below.

Open your payment method list by clicking the PROFILE icon, and then clicking PAYMENT METHODS.

Now, find the row containing the payment method you’d like to delete. On the right side of that row, you’ll see a TRASH CAN icon.

Clicking that icon will remove the payment method from your list. If you need to, you can always follow the steps above to add it back to your payment method list.

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