Payer's Setting

Payer's Settings

A Payer can access their settings the following settigs:

  • View Details
  • Saved Credit Cards
  • Saved Bank Accounts

My Details

The my details screen allows users to view:

  • General details about the company
  • Companies: View the company the account is associated with
  • View & Enter your bank details
  • View & Enter your Credit Card details
  • View, Select and Detail Auto Payment Terms

Saved Credit Card

Saved Credit Card will display the credit cards you have on file.

Saved Bank Account

Saved Bank Account will display your saved Bank Account


Auto-Pay displays Auto-Pay you have assigned yourself.

Additional Information

A Payers Overview

Payers Dashboard

How to

Add a Credit Card

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.