Article Request

Are we missing something? Please submit an article request. We'll take a look and see if we can add it to our radar.

Please fill out the request form below and we will get to it as soon as possible.

  • Training Videos
  • Article Request
  • Home
  • Guides for your Clients
  • Payments

Saving payment information

Written by Avery Simmons

Updated at October 26th, 2021

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Product Education Video Series
    Getting Started for Admins Getting Started for Staff Users Client Management
  • Practice Management
    Reporting Audit Log and Permissioning Time and Billing Document Management CRM & Client Portal Workflow and Advanced Reporting
  • Tax Resolution
    Collections Transcripts Notices
  • Guides for your Clients
    Files Set up Payments Mobile App To-do List
  • Integrations
    QuickBooks Online (QBO) IRS Transcripts Canopy Virtual Drive
  • Canopy Mobile App
  • Canopy First Steps
    Settings Managing Contacts Canopy Setup
  • FAQ
  • Canopy Updates
    Product Updates 2022 Product Updates 2021 Product Updates 2020 Product Updates 2019 Product Updates 2018
+ More
Table of contents

    You can add your bank or credit card to your profile for easy access in the future. To get started, click on your name in the bottom-left corner of the client portal.

    1. Choose Payment settings from the popout menu.

    2. Click the Add bank account or the Add credit card button, as necessary.

    3. Complete the credit card or bank account information screens.

    • To make this entry your default payment method in the future, ensure that the checkbox next to Make default payment method is checked.

    4. Click Save card or Save account to save your payment information

    5. Payment methods can be marked as your Default payment method by clicking the in-line star icon on the Payment Settings screen.

    Was this article helpful?

    Yes
    No
    Give feedback about this article
    Related Articles
    • Make a payment
    • Review Invoices
    • View your payment history

    Sign up for updates

    855.616.7305

    Products

    Practice Management Tax Resolution Pricing

    Company

    About Careers Our Team Contact Us

    Resources

    Support Training Videos Blog Ebooks & Guides Case Studies

    More

    Desktop AssistantIntegrationsDevelopersOur Mobile AppsAffiliate Program
    canopy-logo-white
    Canopy Status Terms & Conditions Privacy Google Data Use Disclosure

    Definition by Author

    0
    0
    Expand