Payment Methods

Owned by Uma Srinivasan (Unlicensed)
Last updated: Jun 26, 2019

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.

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.

⦿ How to Add a Bank Account
  1. In the Payment Manager Settings pop-up, click the Payment Methods tab. The list of payment methods displays.
  2. Click Add Bank Account. Should this be the first payment account you add, click Banking in the How do you want to pay your providers? section. The required fields to add a bank account appear.
  3. Enter the following information:
    • My Bank is in: The country where the bank is. (Note that currently only US-based bank accounts can be added.)
    • Nickname: Nickname for your account.
    • Account Holder’s Name: First and last name of the account holder.
    • Account Holder Type: Select either Business or Personal.
    • Bank Account Type: Select either Checking or Savings.
    • Routing Number: Routing number for your bank account.
    • Account Number: Enter account number in the Account Number and Confirm Account Number fields.
    • Billing Address, including the city, state, and zip code.
  4. Click Save Bank Account. A confirmation message appears at the top, and the newly added method lists under Bank Accounts. Should this be the first bank account you added, it lists as the Default Payment Method, and you will not be able to remove it until another bank account is added and set as the default.

Editing a Bank Account

You may edit bank information when desired from the Payment Methods tab.

⦿ How to Edit a Bank Account
  1. In the Payment Manager Settings pop-up, click the Payment Methods tab. The list of payment methods displays.
  2. Under Bank Accounts, click Edit next to the desired bank account. The bank details appear.
  3. Modify the desired fields.
  4. Click Save Bank Account. The details are updated, and the list of payment methods appears.

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.


⦿ How to Update Default Bank Account
  1. In the Payment Manager Settings pop-up window, click Payment Methods. The list of payment methods appears.
  2. To set a bank account as default, click the grey circle next to it. The grey circle is replaced by a green check mark. The bank account is set as the default account for payments.


⦿ How to Remove a Bank Account
  1. In the Payment Manager Settings pop-up window, click Payment Methods. The list of payment methods appears.
  2. Click Remove next to the bank account you want to remove. A confirmation dialog appears.

  3. Click OK. The bank account is removed, and a confirmation message appears at the top of the page.

    A bank account that is set as the default payment method cannot be deleted.


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.

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.


⦿ How to Add a Credit Card as a Payment Method
  1. In the Payment Manager Settings pop-up window, click Payment Methods. The list of payment methods appears.
  2. Click Add Credit Card. Should this be the first payment account you add, click Credit Card in the How do you want to pay your providers? section. The required fields to add a credit card appear.
  3. Enter the requested details:
    • Nickname
    • Card number
    • Expiration
    • Security Code CVV
    • Billing address, including the city, state, and zip code.
  4. Click Save Credit Card. A confirmation message appears on the top of the page, and the added credit card appears in the Credit Cards section.


⦿ How to Edit a Credit Card
  1. n the Payment Manager Settings pop-up, click the Payment Methods tab. The list of payment methods displays.
  2. Under Credit Cards, click Edit next to the desired credit card. The credit card details appear.
  3. Modify the desired fields.
  4. Click Save Credit Card. The details are updated, and the list of payment methods displays.


⦿ How to Remove a Credit Card
  1. In the Payment Manager Settings pop-up window, click Payment Methods. The list of payment methods appears.
  2. Click Remove next to the desired credit card. A confirmation dialog appears.
  3. Click OK. A confirmation message appears at the top of the page.

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