How to add a payment method to my Patch account

Learn how to use the Patch portal to Add Payment information

In this article:

1. Log into the Patch portal and go to the Settings
2. Select the billing option
3. Add a new payment
4. Confirm new Default Payment

Step 1:

Log in to your Patch account and go into the Account Settings. 

• Use your login credentials for the portal:
  app.patchretention.com
• Go into the Account Settings by clicking on the business name in the upper left corner and select the option from the drop-down menu

Step 2:

Then select 'Account Settings'. From there click on 'Billing'. 

Step 3:

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

There are two options for adding a New Payment Source.
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. 

Step 4:

Confirm the new 'Default' payment on file.

If successful you will see the new payment information included in the 'Payment Methods' section of the Billing page with 'Default' being the current default form of payment to be used!

Customer Support

If you need help or need assistance determining next steps, please contact our Customer Support team by phone at 888.605.4429 or email at success@patchretention.com.