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Payment Methods

Credit Card and Bank Account Connections

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Written by William Oliver

A pivotal step in creating your account is to set up a reliable payment method. You can find your payment methods under the Finance tab in the client portal.

You can also add a new payment method by selecting the +Create button in that section.

Some things to note:

  • Credit Card processing carries an additional 3% fee.

  • The payment marked as the "Default" will be the payment charged, so please make sure the most up to date method is marked as the default.

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