Staying current on your invoices is effortless and automatic with both credit/debit card options as well as ACH.
- You are using the website or at least version 2.0.0 of the mobile app.
- You are the owner organization.
- You are logged in.
Before We Start
It is important to note that while an organization can have many administrators, it can only have one owner. The owner is responsible for managing payment methods, subscription status, ownership transfer, and more.
1. My Subscriptions
Select My Subscriptions from the bottom of the Main Menu.
*** If you do not see this option, then you are not an owner of organization and you cannot continue.
Select the organization who’s subscription you want to manage.
*** If you do not see the organization you are looking for, then you are not the owner of it and you cannot continue.
On the organization subscription, you can view any warnings about your subscription as well as total number of members and your next due date.
From this screen, you can also manage payment methods, view invoices, and pause/transfer/cancel your subscription.
Scroll down to Payment Methods and select Add new card if you are using a debit/credit card. Alternatively, if you wish to use ACH then select Add new bank account.
If you are paying via ACH, you will first have to verify your account which involves entering all required information. Then, two small deposits will show up in your bank account in a few days. Once you have those amounts, come back to this screen to enter those deposit amounts which will verify ownership of the bank account.
4. That’s it!
At this point you should have added a payment method for your organization! Nothing more is required on this front as your payment method will be charged automatically for your subscription.