Sign in as described in Signing in to the Client Portal.
Navigate to My Account > Settings, where you will see Payment Methods:
- Toggle between production and the sandbox environment.
- If you are in the production environment and select Payment Methods you will see all of the payment methods your company is currently licensed to use.
- If you are in the sandbox environment and select Payment Methods you will see all available payment methods. To add more payment methods to your account, contact Client Support.
- You can change how the payment methods are displayed:
- To choose which columns to display, select the Choose Columns icon in the top right.
- To filter the list, click select the Filter icon in the top right.
Updated about a month ago
|Viewing Payment Methods|