Before making payments with a card, you'll need to add a debit or credit card. You can add as many cards as you’d like. Adding a card doesn't take long, and you only need to do it once for each card you add.
Adding a new card when paying a bill
1. Select Pay from the left-hand sidebar.
2. Select Pay bills.
3. Select the Bills tab.
4. In the Bills tab, you can create a new bill by selecting either Create bill or + New payment. This will lead you to the Bill details screen.
5. Now, you can manually enter the bill details for the payment you want to create, or you can upload an invoice to automatically input the bill details.
Need to add a Vendor?
- To add a Vendor, start typing the vendor's business name in the search field. As you type, existing vendors will appear in the dropdown list.
- Select the vendor's name from the list to add the vendor to the bill you are creating.
- If the Vendor’s details have not been added to your My vendor list, type in the Vendor business name and select + Add new vendor to add the vendor to the bill you are creating.
Want to add an invoice?
- Select Upload an invoice file.
- We accept PDF, JPEG, JPG, and PNG files up to 10MB
- Your uploaded invoice will appear on the left side of the screen.
Need to make changes to the invoice? Use Replace to upload a different file or Cancel to remove it.
6. Once the bill details have been added, review the bill details.
7. Select Continue to pay to proceed to payment.
8. Next, you need to choose how you would like to pay. To pay by adding a new card, select + Add a card.
9. Add the card details of the new card. Select Link my card.
10. Add the cardholder details. Select Submit details.
11. Pick a payment date. Select Continue.
12. Add a memo to the payment notification the vendor will receive. This will help the vendor understand the purpose of the payment. Select Continue.
13. Next, review the payment details. You can edit details by selecting Edit on the left of each listed detail.
14. After review, select Confirm and schedule payment.
That's it! Your payment with a new card is now scheduled and you can return to the dashboard.