To add or edit the Payment Method -
- Select Plan & Billing from the main menu.
- Select Payment Methods from the Plan & Billing menu.
- For Credit Card, enter the number to be billed and click the Save Card button.
- For ACH, click the Connect a Bank Account button located under the Save Card button.
- CriticalAsset uses Plaid to securely and easily connect your bank account. Click the Continue button and follow the Plaid instructions to connect your bank account.
