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Accounts Geek

How to add a payment method

1. Login to your client portal account:

2. Once logged in, click on the top left hamburger icon in between the Accounts Geek logo and the plus sign. 

3. Once the menu has dropped down, click on “Billing” > “Invoices”.

4. Now click on the “Accounts Geek” dropdown and select “My Billing” to add your payment method.

5. Towards the bottom of the page, click the “Add new payment method” button.

6. Enter your payment information. 

7. Once completed, click the “Add new payment method” button at the bottom of the page, to save and add your details.