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Organizational Level Payment Card

Adding a payment method at the Organizational level means that all the locations in the account can adopt this payment method. Adding Org level payment is highly suggested, especially if the account will have multiple locations.

1. Click the Locations tab
2. For the Organization whose payment card you need to change/update click the pencil icon
3. Click the Billing tab at the top
4. Add/update the payment card information and click save payment method

To make an Org-level payment method available to a Location

1. Click Locations
2. Click the pencil icon next to the Location whose payment you want to update
3. Click Reset to Org

The location now has the Org level Billing as its Payment Method

Location Level Payment Card

Adding a payment method at the Location level means only the Location has this payment method. This is suggested if the Locations in the Org may need to have a different payment method for each one for accounting purposes

1. Click the Locations tab
2. For the Location whose payment card you need to change/update click the pencil icon
3. Click the Billing tab at the top
4. Add/update the payment card information and click save payment method

You can change a card for any location at any time. If you need assistance, click here to fill out our business support form and we will be glad to help you.