Connecting a bank account lets you pay invoices via ACH. ACH is the right choice for larger orders — fees are lower and transaction limits are higher than most cards.
#Where to add a bank account
Open Billing in the side nav and choose Payment Methods. Click Add Payment Method, then pick ACH.
#How the connection works
Enter the Account Name (the name on your bank account), then click Link Bank Account. A secure window opens where you sign into your bank with your normal online banking credentials. The account is verified on the spot — usually in a few seconds — and a verified token is returned to us. There is no manual routing or account number entry.
We never see your bank login. Authentication happens inside the secure connect flow, and only the account holder name, the bank name, and the last four digits of the account come back to us.
#What we save vs. what we do not
- We save: the bank name, the account holder name, and the last four digits of the account number.
- We do not save: your routing or account numbers in full, and never your online banking login.
#What you need
- Online banking access at your bank (most US banks are supported).
- Account holder name that matches the name on the bank account.
#After it is saved
Your bank account appears in Your Payment Methods with the last four digits. From there you can:
- Set as Default — make it the first method offered when you pay.
- Use it on any invoice.
- Use it for auto-pay. See Primary and backup methods.
#If you only have one method
You will need at least one payment method on file to enable auto-pay. If your bank is not supported by the connect flow, save a card for now and reach out to your account team — we can work out an alternative.