Payment Methods & Autopay

Payment method management is available only to an Admin. A Staff user cannot open Billing or Payment Methods. The panel sends a Staff user to the unauthorized page.

​

Before You Change A Payment Method

Your broker account uses one billing method.

• Credit Card: The panel uses the Default card for automatic billing. A pending invoice shows the card and scheduled charge date when automatic billing applies.
• Bank Wire Transfer uses manual settlement.

The first saved card becomes the Default card. This occurs even if you clear Set as default payment method. You cannot remove the current Default card from the Payment Methods page. Set another saved card as the default before you remove the old card.

​

Add A New Credit Card

​

Open The Card Form

1. Open Billing.
2. Select Manage Payment Methods.
3. Select Add Payment Method if no card is saved.

If a card is already saved, select Add Card instead.

​

Save The Card

1. Enter the card details in Add Payment Method.
2. Complete card verification if the secure card form requests it.
3. Select or clear Set as default payment method.
4. Select Add Card.

The panel shows Payment method added successfully after it saves the card.

​

Confirm Setup

The panel saves the card only after the payment setup succeeds. The saved card shows its brand, last four digits, and expiry date on Payment Methods. The default card also shows the Default label. If setup does not finish, the panel shows Payment setup was not completed. The card is not added. If card verification opens, complete it before you submit the form again.

​

Choose The Default Card

Changing the default changes the card that the panel uses for automatic billing.

1. Open Payment Methods.
2. Find the saved card.
3. Select Set Default.

The selected card shows Default. The panel shows Default payment method updated.

​

Replace Or Remove A Card

The page does not provide an action to edit card details. Add a replacement card when card details change or when a card shows Expired.

1. Add the replacement card.
2. Select Set Default on the replacement if it does not show Default.
3. Select the trash icon for the old card.
4. Review the card in Remove Payment Method.
5. Select Remove.

Removal cannot be undone. The panel shows Payment method removed after a successful removal. If you select the trash icon for the default card, the panel shows Cannot remove default payment method. Set another card as the default first.

​

Autopay

Autopay charges eligible invoices to the Default card each billing cycle. Adding a card and making it the default enables automatic billing; there is no separate Autopay toggle. Contact support if you need to stop automatic charges. An invoice is charged automatically when all these conditions apply:

• Your account uses Card billing. Bank Wire Transfer accounts do not use Autopay.
• The invoice has a Pending status and an amount due.
• The invoice is set for automatic charge.
• You have a default payment method.

​

If An Automatic Charge Fails

The invoice stays Pending when the charge does not complete. Open the invoice and review Payment History. If Payment Alerts is on in your notification settings, you receive an email when a payment succeeds or fails. To resolve a failed charge:

1. Add a valid card if necessary and set it as Default.
2. Open the Pending invoice.
3. Select Pay Now.

​

Pay By Bank Wire

Do not send a wire if the invoice does not show complete Wire Instructions. Contact support before you send payment. Each eligible invoice provides its own receiving details and Invoice Memo.

1. Open Billing.
2. Open the unpaid invoice.
3. Review Wire Instructions.
4. Use the receiving details shown on that invoice.
5. Include the Invoice Memo exactly as shown.