How to add a payment method to my Patch account

Log in to your Patch account and click on the Business Name in the top left corner. 

Then click on 'Account Settings'. From there you will click on 'Billing'. 

To Add New Payment information, click on the (+) sign in the lower right corner. 

A window will open and give you two options: Credit Card or ACH.

Adding a Credit Card

The option must be selected to allow a temporary $5 hold on the card for verification purposes. This gets refunded. 

You can set this new card as the Default card.

Adding an ACH Account

If you choose the ACH or bank account, you will have the option to connect to your account using PLAID or manually enter your banking information.

To connect using PLAID, select 'SIGN IN TO YOUR BANK' and then follow the steps on the screen shown here:

To manually enter your bank details, click the second option on the dialog and complete the required information. 

If successful you will see the new payment information included in the 'Payment Methods' section fo the Billing page.