Update Payment Method Customer view

2 min. readlast update: 08.31.2026

It is very easy to update your payment method. When a business sends you an invoice simply click on the link to view/pay your open invoices. 

 

Email

You can update your payment method right through the pay online link in any invoice email.  

    • If your email is missing the link, please reach out to the company that sent the invoice. 
    • This link is specific to you and should not change.
    • You can favorite it to your browser for future convenience.

    • If you do not have the link anymore and need a new one, you can wait for the next invoice to be sent, or contact the company that sent the invoice, to send the link again.

Invoice Link

Inside of the link you will see an opton in the top right to update your payment method. 

 

    • Read through the disclosure and select the authorization option.
    • Then choose the payment type.

 

 

    • After completing the CAPTCHA you will see the required fields for the selected payment type.

Or 

    • Click Submit and a confirmation email will be sent of the change. 

With a Payment 

If you were planning on making a payment to an invoice, you can update the payment method while making the payment. 

    • Make sure to review and select the authorization

    • Once the information has been filled in click submit. 
    • A notice will populate giving you confirmation of how many invoices will be paid and autopay enabled. 
    • Click OK

Your payment has been submitted, and your payment information was updated in the system. 

    • You will receive a confirmation email.

NOTE: The pay online link is accessible to anyone who has access to it. When entering your credit card information, or ACH information it will open a secure window with the payment processor (Fullsteam). This link allows you to enter the information but not view it after it is saved. There is no spot through the pay online link to view or select a previously saved payment method.

If the payment method was previously saved, and you would like to switch it for your Autopay, please reach out to the company that you do business with to adjust the payment method for the recurring invoice/payment. 

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