Skip to main content
All CollectionsGuides for Your ClientsPayments
Save Payment Information in the Client Portal
Save Payment Information in the Client Portal
Updated this week

What's in this Article

You can add your bank or credit card to your profile for easy access in the future.

Save Payment Information

1. Click on your name in the bottom-left corner and select Payment settings from the pop-out menu.

2. Select Add bank account or Add credit card.

3. Complete the credit card or bank account information screens.

Make this entry your default payment method in the future by checking the checkbox next to Make default payment method.

4. Click Save card or Save account to save your payment information

5. You can mark payment methods as your Default payment method by clicking the in-line star icon on the Payment Settings screen.

Did this answer your question?