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How to Add a Credit Card to an Account

Updated this week
  1. Click Org Tools > Accounts from the left navigation menu.

  2. Locate and click the desired account.

  3. Click the Payment Setup tab.

  4. Click Add Credit Card.

  5. Fill out the card information.

  6. When finished, click Add Card.

  7. Select the preferred card for on-demand payments and auto-pay enrollment if multiple cards are available.

  8. Click Edit or Delete to manage the account card(s) if needed.

Helpful Tip! Click Activity Log to see changes to the account's payment methods.

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