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In the Payment Methods tab, you can add/update banking accounts and credit cards for paying invoices. The first bank account you add will be set as the default payment method.
In addition, a credit card can be set as the default payment method for auto-paying smaller invoice amounts.
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Should you want to use a different payment method other than the default for a specific batch, you may do so from the Payment Manager page. See Choosing a Payment Method for a Batch for more information. |
Adding Bank Accounts
You may add multiple bank accounts for payments. While one account that you specify will be used as the default payment account, you may pay scheduled invoices using other bank accounts when desired. Note that currently only US-based bank accounts can be used for payments.
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Editing a Bank Account
You may edit bank information when desired from the Payment Methods tab.
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Setting a Default Payment Method
The first added bank account is automatically set as the default payment method. Should you have more than one bank account as your payment method, you may change your default payment method when required.
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Adding a Credit Card as a Payment Method
With Payment Manager, you can add credit cards as payment methods and pay invoices with a credit card when desired. You may also set a default credit card for automatically paying low invoices immediately.
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Should you not have the option to add a credit card as a payment method in the Payment Manager module, please contact your ServiceChannel Representative for assistance. |
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