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...
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...
How do I verify my bank account with Plaid? Here’s how to verify your bank account instantly with Plaid, starting from your Dashboard. Step-by-step instructions are below: Step-by-Step...