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Payment Methods

The Payment Methods page lets you manage the credit cards and bank accounts on file for your organization. You can add new methods, remove old ones, and set a default for automatic payments.

To get there, click the gear icon in the top-right corner of the portal and select Payment Methods.

Viewing Saved Payment Methods

The page shows all payment methods currently on file. For each one, you'll see:

  • Card type and last 4 digits (for credit/debit cards) along with the expiration date
  • Bank name and last 4 digits (for ACH bank accounts) along with the account type
  • A Default badge on whichever method is set for automatic payments

Adding a New Payment Method

Credit or Debit Card

  1. Scroll down to the Add a payment method section.
  2. Make sure Credit/Debit Card is selected.
  3. Enter your card number, expiration date, and CVC in the secure card form.
  4. Click Save Card.

The card will be saved and appear in your list. All major cards are accepted (Visa, Mastercard, Amex, Discover).

Bank Account (ACH)

  1. Scroll down to the Add a payment method section.
  2. Click the Bank Account (ACH) tab.
  3. Click Connect Bank Account.
  4. You'll be guided through a secure process to verify your bank account.
  5. Once verified, the account will appear in your payment methods list.

Note: ACH payments typically take 3-5 business days to process. There are no processing fees for ACH payments.

Setting a Default Payment Method

Your default payment method is used for automatic recurring payments.

  1. Find the payment method you want to use as default.
  2. Click Set as default next to it.

The default badge will move to the selected method.

Removing a Payment Method

  1. Find the payment method you want to remove.
  2. Click Remove next to it.
  3. Confirm the removal when prompted.

If you remove the default payment method, you'll want to set a new default so that automatic payments continue without interruption.

Important Notes

  • Security: All payment information is handled securely through Stripe. DTC never sees or stores your full card number or bank account details. Only the last 4 digits are visible in the portal for identification purposes.
  • Visibility: The last 4 digits of saved payment methods are visible to all portal users within your organization. No full card numbers or sensitive data are displayed.
  • Automatic payments: Recurring invoices are charged to your default payment method on the first of each month.
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