Add Or Remove Payment Method On File

To add a payment method from your client account, log in to your account and select the "Invoices" tab. Then, select the "Payment Methods" button.

screenshot of the invoices section of the client portal with arrow pointing to a payment methods button

On the following screen there will be a form for adding either a credit card or bank account. Once payment method details have been entered, click "Add Payment Method" to save.

form for adding credit card or bank account details

To remove a payment method from your client account, log in to your account and select the "Invoices" tab. Then, select the "Payment Methods" button. This will take you to a screen that will initially show you the option to add a new card. You can scroll down on the page to see the option to delete any payment method you have added.

Animation showing where to remove a payment method in portal