Adding a Payment Method

A saved payment method lets you pay invoices in one click and is required for any new resource order. You can save cards, PayPal, Direct Debit bank mandates, ACH bank accounts, and crypto.

• You need the billing, admin, or owner role on your organization. If the Add button doesn't appear on your Payment Methods card, ask your team owner or admin to grant you one of these roles.
• You'll need the actual payment details: card number, PayPal login, bank routing info, etc. Some methods (PayPal, Direct Debit) redirect you to the provider's site to enter details there, not in the portal.

1. In the sidebar on the left, find Billing and click it. The Billing navigation opens.

2. Afterward, click on Payment Settings.

3. Scroll to the Payment Methods card. Saved methods appear as tiles in a horizontal carousel. If you already have a default method, you'll see a Default badge above its tile.

In the top-right of the Payment Methods card, find the Add button (with a plus icon).

You'll see one tile per method available on your account. Common ones:

• Credit or debit card: Visa, Mastercard, Amex via Stripe
• Bank account (ACH): US bank debit via Stripe
• PayPal: pay with your PayPal account
• Crypto: pay via USDC, Bitcoin, ETH, etc via Bitpay.

Pick the tile for the method you want to add - then follow the matching section below.

Click Credit or debit card (or Bank account (ACH)). The modal switches to a Stripe form.

1. Optionally type a nickname into Card name (or Account name for ACH) - something like Personal Visa or Business checking. This is just a label that shows up on the tile later - useful if you save multiple cards.
2. Fill in the card or bank details in the Stripe panel. Your details go directly to Stripe - the portal never sees the full card number or bank account number.
3. Click Save Card (or Save Bank Account) at the bottom of the form.

1. Click PayPal. You're redirected to PayPal's site to authorise the connection.

2. Sign in to PayPal.

3. Approve the billing agreement that PayPal shows you. This lets Synteq charge your PayPal account when you choose it as a payment method.

4. PayPal sends you back to the portal. The new PayPal method appears in the carousel, labelled with your PayPal email

• The new method is now available in the Pay Invoice modal and at checkout when you order new resources.
• The first method you add is automatically set as Default. To change which one is the default later, see Setting a default payment method.
• If you have Use credits by default turned on (under the Credits card), credits still apply first - payment methods cover whatever's left.
• You can rename a method at any time by clicking the three-dot icon on its tile and choosing Rename.