PSG Gear Icon - Settings: How to set up a billing method for your organization

How to set up a billing method for your organization

To pay your monthly invoice automatically, you can add card or bank account information under Billing Settings; these invoices will be paid automatically each month. To implement auto-pay, you must add a billing method for your organization.

  1.  Click the Gear action button in the upper right corner; then select the Settings card (top/left).

    Gear-Icon_Settings.png
  2. You will find the Billing Settings section at the top left of the Settings Page
    Billing_Section.png
  3. Under Billing Settings, click Add or Update - Delete to add or change the type of payment method you would like to allow. You can add either a Credit Card or a Checking Account.
    • When you select Add or Update - Delete, you will get one of two windows where you must fill out the payment information for the selected method.  If your Church has a bank account stored in ParishSOFT Giving, but no credit card, your payment will go through automatically as an ACH.
      Choose_credit_card_or_bank_card.png
  4. Once you have filled in the required data, click Save.  You will then see a green bar with the words on file after the chosen method.
    Billing_Settings_showing_green_as_updated.png

    Once you've successfully added a payment method for your organization.  It may take up to 5-7 business days after the bill is sent before the account can be charged.

 


Related Articles 

What is the purpose of the Organization Settings section?

ParishSOFT Giving Settings - Important Links

 

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