Managing a Billing Method

In portal, billing methods are managed through the billing method dashboard.

To get there:

1. Billing from the main, left-hand navigation.
2. Methods from the billing sub-navigation.

Using a Bank Account

Unlike credit cards, using a bank account as a payment method will require verification. When a bank account method is created, two small deposits will be made into the selected bank account. While waiting for the deposits, the bank account will be put into the pending-verification state and cannot be made a primary payment method.

Once the deposits have been made, return to the billing method page and click "Verify". The following screen will be displayed:

Enter the two cents deposits as whole numbers. For example, if deposits were made in the amount of $0.23 and $0.77, enter 23 and 77 in the boxes.

Paying with a Bank Account

It may take up to 4 days for funds to be withdrawn. During this time, the invoice will show with the state awaiting-funds. Once the funds have settled, the invoice will switch to paid.

Updating the Primary Billing Method

All billing transactions are run against the primary billing method. In the portal this distinction is shown by selecting a billing method from the first columns and observing the checkbox.

To change the primary billing method a secondary billing method must be created. Use the Create button on the billing method dashboard to open the billing method create wizard. After creating the new method, select the new method from the list in the first column and then mark the Make Primary checkbox and update.

This card is now the primary.