Adding Payment Methods

Proceed to the payment method page
Adding a Credit Card
- Click “Add Card”
- Fill in all fields

- Toggle all options that apply
  - Share this payment method with others in your company
    - Allow this card to be assigned and used for purchases by other members of your organization
    - You can control this access by granting access to only those members that would need the card
- Use this payment method for membership billing
  - If you are subject to monthly membership fees, this option will allow the card to be charged monthly for those fees

- You can add a nickname to the card by clicking the three dots and then “Edit”
- You can also click “Assign Members” to add all members that need access to the card for purchases
  - Search and select all members that need access and click “Assign selected members”
- Payment methods can be linked to location as well. If you do not see the option to add locations on this page, please reach out to your Purchasing Platform contact to request this functionality
  - Using this feature will automatically grant card access to any user who is assigned to the selected location
  - For accounts with more than 10 users and/or locations this feature is recommended
Adding a Bank Account
- - Click “Add bank account”
  - Fill in the requested info
    - Name - This is the name of the bank account that will be displayed on this page after adding
    - Email - Contact email you want associated with the account. This doesn’t need to be your own email address. A confirmation will be sent to this email after you complete this process
    - Click “Link Bank Account with Stripe”
    - You have two options from the following a screen, automatic or manual link
      - Automatic link
        
        Click “Agree and continue”
    - You’ll have the option to recall past activity with Link
      - Click continue if you have used this feature before
        
        A code will be sent to confirm this, enter the code on the resulting screen
        
        If you have not used this before, click “Not now”
    - Search for your bank via the search function

- - Once you select the bank, use your personal or company credentials to log into your bank online portal
  - Depending on your bank there might be a secondary authorization required (code sent to alternate contact method e.g. phone or email)
  - Select account you would like added to the Platform and click “Connect account”
  - Review the user agreement prior to clicking “Accept”
  - After clicking accept you will see a message that the process was successful and then see the account listed on the page
  - Once confirmed you can add a nickname, assign users and/or locations as needed via the steps listed under the first credit card section
- Manual Link
  - Click the highlighted link

- You’ll be asked to enter the account detail
  - Enter the routing number and account details as requested
- Click “Submit”
- A confirmation on the next steps will show after successfully entering
- Review the user agreement prior to clicking “Accept”
- After clicking accept you will see a message that the process was successful, but you will not see the account on the page
- Within 1-2 business days there will be small debit and a return credit will be withdrawn from the account
- Both transactions will feature a code ending in “PP”
- Contact your Purchasing Platform rep with these codes
  - Purchasing Platform will complete the verification process with these codes
  - Your rep will let you know when complete
- Once confirmed complete, the account will display on the payment method page
- You can add a nickname to the account by clicking the three dots and then “Edit”
- Once confirmed you can add a nickname, assign users and/or locations as needed via the steps listed under the first credit card section
Repeat these steps for each account you would like to add

Adding Payment Methods

A guide for adding credit cards or linking bank accounts to user accounts