How do connect a bank account for billing?
Here’s how to connect to your bank account, starting from your Dashboard: Step-by-step instructions are below: Step-by-Step Guide: Step 1:...
Billing Help
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How do I verify client bank accounts with Plaid?
Here’s how to verify your client’s bank account with Plaid, starting from the “Clients” tab of your Dashboard. Step-by-step instructions... -
How do I add a credit card to a client’s account?
Here’s how to add a credit card to your client’s account, starting from the “Clients” tab of your Dashboard. Step-by-step... -
Do my clients have to pay online?
Using Exercise.com for billing is the simplest way for you to accept payments, but you can choose to accept payments... -
How do I view my client’s payment information?
From time to time, you may need to look into your client’s payment details. When this need arises, simply follow...
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