FlexPoint Client Payment Portal: How to add an ACH bank account

Pay your invoices directly from your bank account by adding ACH as a payment method.This video walks you through adding a bank account to your payment portal. Once it's saved, you can select it at checkout without re-entering your details each time.

In this video, you'll learn how to:

• Find payment methods in your portal
• Connect a bank account via Plaid
• Save the account for future payments