Review your current payment settings
To see which payment methods you have currently set up in your account, please follow the steps below:
- Visit your Account page and log in when prompted
- Visit the Account Settings page
- If you have only one account, click on Account on the bottom left corner and select Account Settings
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- If you have multiple accounts, select the Accounts tab on the top left corner and select the Account that needs the payment update.
- Once you have reached your account page, scroll to the bottom to see your current Payment Settings
Add a payment method
If you haven’t selected a payment method yet, or if you wish to change your current one, please follow these steps to ensure your account is set up correctly.
All payment methods
- Select Add Payment Method and choose the Payment Method Type
- If you wish to add a credit card, ACH or SEPA direct debit, select Electronic (Online)
- If you wish to set up a BACS direct debit, select BACS Payment (UK Bank Transfer)
- Select the tab related to the payment method you wish to add
- For electronic payment methods, please select the Card, US Bank Account or SEPA tab according to the payment method you wish to add
- For BACS payment, there is only one tab
- Add all details required for the selected payment method
- Please set the payment method as default to ensure our team will use it for the next invoice due
- Please accept the payment Terms & Conditions and allow Sojern to store the payment method - this is done securely via Stripe
- Click Submit
- For BACS payments, click on Continue to review your details and then Submit
SEPA payment method
BACS payment method
Default Payment Method
You can select one default payment method per each account. This payment method will be automatically used for your next invoice. You can set a payment method as default as you add it for the first time, or you can click on the button related to an existing payment method in your Payment Settings area.
Deleting a Payment Method
You can also delete any payment methods that are no longer being used. If you would like to delete a payment method, click on the Bin icon on the right side of the payment method option.
Please note that the console will only allow a credit card to be deleted on file if there is at least one other valid card on file.
Having Trouble?
To see a list of common payment methods offered by Sojern, please visit this article.
To see steps for verifying an ACH payment method, please visit this article.
If you’re experiencing an issue with adding a payment type, please view our article Trouble processing payment.
If you have any further questions, please contact your Sales Executive or Customer Success Manager.