You can update or add a default payment method that can be used to make purchases within Canopy. To purchase licenses or KBA credits, a default payment method must be assigned to your account.
Canopy accepts various payment methods, including credit cards and bank ACH. Updates to payment methods typically take effect immediately.
Add a Default Payment Method
1. Choose Settings from the pop-out menu.
2. Click Account Management in the left-side navigation bar.
3. Select Payment methods.
4. Click Add credit card.
5. Enter your credit card information and click Add.
If needed, check the box to Save as default payment method before saving the card details.
Default payments can be chosen after adding a card by clicking on the star icon next to the card.
Updating Bank or ACH Information
To update bank or ACH information:
Go to Settings > Account Management > Payment Methods.
Update the relevant bank details. For ACH updates specific to a client, navigate to the client’s payment settings under the Billing tab.
Resolving Payment Issues
If a payment method is causing issues, such as a declining charge:
Update the card details in the Payment Methods section.
Ensure the updated card is set as the default if necessary.
Client Portal Payment Management
Clients can manage their payment methods directly through the Client Portal:
Sign in to the Client Portal.
Navigate to the payment settings.
Update or delete saved payment methods as needed.
Enabling Firm Access to Client Payment Methods
To make a client’s saved payment method visible and usable by your firm:
Have the client log in to their Client Portal.
In the payment settings, expand the payments box.
Check the box authorizing your firm to use the payment method.
Save the changes.