TABLE OF CONTENTS

I. Payment Section on Subscription Dashboard

II. Edit Current Payment Method

III. Change / View Current Payment Method

IV. Add NEW Primary or Backup Payment Method


I. Payment Section on Subscription Dashboard

The organization's current payment information is displayed on the Subscription Dashboard in the section titled Payment Methods (upper right corner).

To access the Subscription Dashboard, click Subscription from the main menu panel.

The Payment Methods section contains the payment information and the account holder's name, as well as access to manage account information.

II. Edit Current Payment Method

To update the current payment method for the organization, follow these steps:

  1. Click Subscription from the main menu panel to view the Subscription Dashboard

  2. Click the Add/Edit Payment Methods button

  3. A window will pop-up displaying the current payment method

  4. Click on the current payment method shown to display further details

  5. Click Edit Payment Method to update the current payment

  6. A new screen within the pop-up allows for editing, click the Update button when changes are complete

  7. The current payment method for the organization has been updated and the Account Holder will be notified by email

    1. If finished with this pop-up window, click the x in the right hand corner to close

III. Change / View Current Payment Method

To change the current payment method to one previously saved:

  1. Click Subscription from the main menu panel to view the Subscription Dashboard

  2. Click the Add/Edit Payment Methods button

  3. A window will pop-up displaying the current payment method

  4. Click Payment Methods to open the Manage Subscriptions window

  5. Click on the area that displays the current subscription plan

  6. On the next screen, click on the area that shows the current payment method

  7. On the next screen, the current payment method is automatically selected

    1. Select any of the other options currently setup within the organization's account and the Update button will appear

    2. Click the Update button

    3. If the desired payment option is not already setup in Boardable, click Add a payment method and refer to the Add NEW Primary or Backup Payment Method section, starting at step 5

  8. The payment method has been updated and the Account Holder will be notified by email

    1. If finished with this pop-up window, click the x in the right hand corner to close

IV. Add NEW Primary or Backup Payment Method

To add a brand new payment method, not previously saved, follow these steps:

  1. Click Subscription from the main menu panel to view the Subscription Dashboard

  2. Click the Add/Edit Payment Methods button

    1. A window will pop-up displaying the current payment method

  3. Click the Add New button

  4. Click on the Credit card or Direct Debit tab

    1. Credit card is the default, fill in the information and click Add

    2. Direct Debit (aka ACH) is also encouraged:

      1. Click Direct Debit, then click Set up ACH

      2. Click Continue - this screen is for information purposes, please feel free to click on the Plaid End User Privacy Policy for more information

      3. Click on the appropriate Bank. If the bank needed is not listed, type in the search box

      4. Enter the credentials for logging into the selected Bank's accounts, then click Submit

      5. Plaid will perform authorizations and then provide the opportunity to select the appropriate account to use for ACH

      6. Continue to follow prompts through completion (agreement to terms of service and privacy policy will be necessary)

      7. Important Note: ACH payments can take up to 5 days to process

  5. As the final step, select whether this payment method will be the primary method or backup

    1. Once Primary or Backup is clicked, the Update button will appear

    2. Click Update

  6. The payment method has been set and the Account Holder will be notified by email

    1. If finished with this pop-up window, click the x in the right hand corner to close


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