It’s easy to add, change, remove, and store your credit card information for future payments. For your convenience, Kanopy automatically stores your payment method when added. Please note that we will never auto-draw funds. We’ve partnered with GoCardless and Braintree for ACH/Debit & Credit Card processing, the industry leaders in safe processing and security.
To create your first payment method:
- Click on the green button in the lower-left corner under “Payment Methods.”
- Select the payment method you would like to use.
- In this example, we’ll use ACH as our preferred payment method.
- Add in the details. In this case, we’ll add:
- Account Holder name
- Routing Number
- Bank Account Number
If the information entered is correct, you’ll be directed back to the Account Portal with a confirmation in the payment method section