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:...
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...