Overview

Members may sometimes need to add new accounts or enroll in Auto Draft. This Guide will walk you through how to apply your payment information to your Paycloud account.

Required Permissions

Click on the Make a Payment tab and then click on Manage Payment Methods.
Click on the Credit Card or Bank Account Tab and then select Add New Method.
Enter your bank, or credit card, information as prompted.
Navigate to the Auto Draft Account Tab.
Select either the Bank Account or Credit Card you have added on file and click choose which one is to be the Auto Draft Account.

Click on Make a Payment.
The Member can use the default account (last account used) or select Change Method to choose the Bank Account or Credit Card they wish to use for this payment.
Choose the amount to pay, either Statement Balance, Current Balance, or Other Amount.
Click Continue.
Review the confirmation pop-up information and click Submit.

Payments can be scheduled for a single future date, or a monthly recurring set of payments from the Payment Options screen by:

Following the link Schedule a future or recurring payment.
Specify the Bank Account or Credit Card to be drafted, or add new payment information. Then, specify the amount to be drafted (Statement Balance, or an Other Amount).
Specify the type of scheduled payment (Described below), select the Payment Date, and choose Continue.
- One Time Payment - The User may schedule a payment to happen just one time on a future date (Eg. This month only I would like my Bank Account Drafted on the 30th).
- Monthly Recurring Payment - The User may schedule a month recurring payment that will draft their Bank Account or Credit Card on a specific day of the month (Eg. the 15th of every month).

Q: Can members have more than one Bank Account or Credit Card?
A: Yes, members may have multiple Bank Accounts and Credit Cards to choose from when making their payments.