How to add a new Billing Method in Docyt?

Add New Billing Method

Contents:

A. How to Add Billing Method In Docyt?

B. How to view bank accounts linked to my Billing Method?

A. How to Add Billing Method In Docyt?

Step Guide:

1. Log in to your Docyt account and click the Gear (⚙️) icon in the top-right corner.

2. Select Account Settings from the menu.

1. You will be redirected to the Account Settings page with all account details.

1. From the left-hand panel, click on Billing.

2. Select the relevant Entity name.

   • If you manage multiple entities, all businesses under My Businesses will be listed.

   • Selecting an entity will take you to the Business module page.

1. Scroll down to the Billing Information option.

2. Click the "Manage Billing with Stripe" tab. You will be redirected to the Billing Method page.

3. Click the "➕ Add Payment Method" button to add a new payment method.

1. On the payment page, fill in the required details.

1. Complete the process to add your billing information.

B. How to view bank accounts linked to my Billing Method?

Step Guide:

1. Log in to your Docyt account and navigate to the modules on the main header menu.

2. Click Business > General Settings > Billing Information.

1. Select the Manage Billing With Stripe tab.

1. You will be redirected to the complete billing information page.

2. Scroll down to the Payment Method section to view all added bank accounts.

3. To review past payments, scroll further down to check the Invoice History.

4. If you want to update any information (e.g., address), click the Update Information button.

5. Click Save to confirm the updates.

6. Click Return To Docyt in the left panel to go back to your Docyt account.

Learn more in the help article Update Billing Information