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Settings - Credit Cards
Settings - Credit Cards
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Written by Geoff Ostrega
Updated over 2 months ago

Description

Enter your credit card(s) information to have on file as payment methods for options in SoftLedger such as check sending services.

Note: This feature is only available to customers on annual plans. Talk to your SoftLedger Sales representative, or contact support@softledger.com to learn more.

Credit Card Information

Enter your credit card information to start the process for credit card verification.

Required Fields:

  • Payment Email - the Email Address at your organization to handle the payments to SoftLedger for the check sending service (e.g. Accounts Payable contact).

  • Card Details - Credit Card information for payment to SoftLedger at the end of each month.

Credit Card Table Actions

  • +New - Add a new Credit Card.

  • Set Default - set which Credit Card is used as the default Credit Card (this Credit Card will be used for billing by SoftLedger for the check sending service).

  • Delete - Delete the Credit Card.

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