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Account Payment Method Management
Account Payment Method Management

Learn how you can add a payment type to your account to pay for the software subscription.

Kristi Carlson avatar
Written by Kristi Carlson
Updated over a week ago

This feature is designed for customers who pay their software invoices using a credit card or ACH.

Currently, only credit/debit cards and ACH payments are supported.

Overview

New customers can now securely add their payment information directly within their account, eliminating the need to share billing details over the phone or through forms. This streamlined process enhances security, ensures compliance, and reduces manual handling, making subscription payments easier and safer.


Accessing the Billing Page

New customers to our software will be prompted to add billing information before being able to access other parts of the application.

  • Users with "Company Account Settings" permissions can access the Billing page to enter or update payment details within the "Company Settings" page.

  • Existing software customers can view and update payment methods at any time.


Accepted Payment Methods

  • Credit/Debit Cards (CC)

  • ACH (Bank Transfers)


How to Add Your Payment Method

Brand new customers to our software will be automatically redirected to the Billing section once they finish resetting their User password.

Click the arrow to learn more

  1. From the "Billing Tab", click the "Add Payment Method" button.

  2. Choose the Location(s) with your database that will use this payment method.

  3. Agree to the "Terms of Service".

  4. Enter your desired payment method (Credit Card or ACH).

  5. A form will appear to fill out the appropriate details to set up your payment method. Be sure to fill out all "required fields".

  6. Click the "Submit" button to save your changes.

Once saved, our billing department will process subscription payments, as well as payment for add-ons or integrations, using the provided information.


How to Update Your Payment Method

Existing customers currently paying via Credit Card or ACH, have the ability to change their preferred billing method.

Click the arrow to learn more

  1. Navigate to Company Settings > Billing.

  2. To add a new payment method, click "Add Payment Method" and enter your Credit Card or ACH details.

  3. To update an existing payment method (e.g., update an expiration date), click the pencil icon next to the current payment method.

  4. Choose the Location(s) with your database that will use this payment method.

  5. Agree to the "Terms of Service".

  6. Enter your desired payment method (Credit Card or ACH).

  7. A form will appear to fill out the appropriate details to set up your payment method. Be sure to fill out all "required fields".

  8. Click the "Submit" button to save your changes.

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