Brands - How do i set up a payment method?

You can save a credit card or your PayPal account as a payment method. You do this in the Finance tab of your settings.

How do you set up a payment method?

1. Go to Settings › Finance.
2. Scroll to Payment methods.
3. Click Add card or Link PayPal.
4. Enter your card details and click Save, or follow the steps from PayPal.

Your saved payment method will then appear in the list under Payment methods.

How do you pay with your saved card?

If you choose Credit card at checkout, your saved card is already selected. Click Pay to pay straight away. Want to use a different card? Then choose Add new card.

How do you remove a payment method?

Under Payment methods, click the bin icon next to the card or PayPal account you want to remove.

Good to know: you can link one PayPal account. Do you work in a team? Then only the owner and admins can open the Finance tab.

Want to know more?

• What payment methods are available?
• Payments & Invoicing
• How do I add team members?