Setup

To begin setup, click Manage Payment Methods in your PayCloud screen. Then you can choose to add a bank account or credit card.

Bank Account Information

Each option

will allow you to add the payment method you prefer (ACH or Credit Card). For ACH or Bank Account information you will need to add your name, routing number and account number, and then click submit.

Credit Card Information

Registering a Credit Card is a very similar process, you will need to enter the card number, name, expiration date and Credit Card Security Code number. Then you can enter your Billing Address and verify the card.

Please Note: The Account Alias is for Card on File payments when using that option in our Cloud Based Mobile POS. For more information about Card on File Payments Click Here. 

Process

Scheduling Payments

Payments can be scheduled for a single future date, or recurring set of payments from the Payment Options screen by following the link Schedule a future or recurring payment.

After a successful payment has been set up, the following message should appear confirming the scheduled date.

Manage

Managing Scheduled Payments

If a scheduled payment needs to be cancelled, they can be deleted from the Payment Options Screen, on the right hand side where Upcoming Payments are listed.

Deleting Payment Methods

Managing the payment methods that have been entered is as simple as clicking the Manage Payment Methods link from the home screen, then clicking delete next to any bank account or credit card that needs to be removed.