To add a payment method from your client account, log in to your account and select the "Invoices" tab. Then, select the "Payment Methods" button. Alternatively, you can add a payment method through the mobile app by navigating to the "Payment Methods" section.
Note: ACH payment methods (bank accounts) must be added via a web browser.
On the following screen there will be a form for adding either a credit card or bank account. Once payment method details have been entered, click "Add Payment Method" to save.
To remove a payment method from your client account, log in to your account and select the "Invoices" tab. Then, select the "Payment Methods" button. This will take you to a screen that will initially show you the option to add a new card. You can scroll down on the page to see the option to delete any payment method you have added.
