How to Set Up an Electronic Payment Method on Your Account
Set Up Credit Card as Default Payment Method
- Sign in to your Account portal
- Click Account in the banner at the top of the page
- In the Manage Your Account list, click Payment
- You will be presented with three sections of information to update:
- Billing Address
- Note: You only need to update the values presented here if the address previously entered is no longer accurate
- Payment Type:
- Note: If eligible, you will be presented with the option of entering either an ACH payment method on your account or a Credit Card payment method. To set Credit Card as your account's default payment method moving forward, click Credit Card
- Payment Information:
- Cardholder Name
- Credit Card Number
- Expiration Date
- Security Code
- Once you've entered all necessary information, click Update Payment
Additional Notes
- Once you have loaded Credit Card details onto your account, you have the option of making future payments to Relay via Credit Card by following the steps provided in How to Remit a Payment to Relay.
Set Up ACH as Default Payment Method
All Relay accounts are sold and created with agreed-upon payment terms. If your account was sold with payment terms greater than Net0 (Due Upon Receipt), ACH will be a payment method available for you to enter directly in your account portal. You can accomplish this by following the steps below.
- Sign in to your Account portal
- Click Account in the banner at the top of the page
- In the Manage Your Account list, click Payment
- You will be presented with three sections of information to update:
- Billing Address
- Note: You only need to update the values presented here if the address previously entered is no longer accurate
- Payment Type:
- Note: If eligible, you will be presented with the option of entering either an ACH payment method on your account or a Credit Card payment method. To set ACH as your account's default payment method moving forward, click ACH
- Payment Information:
- Routing Number
- Account Number
- Account Type (Checking or Savings)
- Account Ownership Type (Business or Personal)
- Once you've entered all necessary information, click Update Payment
Additional Notes
Once you have loaded ACH details onto your account, you have the option of making future payments to Relay via ACH by following the steps provided in
How to Remit a Payment to Relay.
Related Articles
How to Remit a Payment to Relay
Objective To better understand how to remit a payment to Relay Environment / Applies To Relay Service Plans Procedure During account onboarding, all Relay accounts are created with agreed-upon payment terms and a preferred default payment method. ...
What is the Account Email Used For?
Objective To gain a better understanding of what an account email is used for. Environment / Applies To Account Owner Description The account email is associated with the account owner. Transitional emails including billing, service changes, and ...
How to Set Up Groups
Objective To better understand how to set up Groups for Panic and Incident Workflows and Rounds configuration Important Groups are a way to organize a subset of your users. When configuring an incident workflow or other Relay features that utilize ...
How to Configure Panic & Incident Alert Email Notifications
Objective Enable email notifications for panic and Incident alerts and resolutions Environment/Applies To Account Owners and Admins Relay Essentials, Pro, and Enterprise Plan Relay Dash Procedure Note: Panic email notifications require an updated ...
How to Set a Relay's Home Channel
Objective Set a Relay devices home channel in Relay Dash and the Relay Pro App Environment/Applies To Dash Relay Pro App Account Owners/Admins Procedure Setting a Home Channel in Dash Log in to dash.relaypro.com On the left side, click Account Click ...