sixullc Posted September 29, 2020 Share Posted September 29, 2020 I'm using the Stripe/Plaid ACH Bank Transfer payment method. I don't see a way for clients to add a new bank account from the client's main navigation. If you go to Billing > Payment Methods there is only a button Add New Credit Card but no way to add a new bank. The only way I can see how to do that is to: View an invoice Select ACH Bank Transfer as the payment method Click Pay Now In this scenario the client is then taken to the Add New Bank Account page (presumably if they don't already have a bank account saved). Am I missing something here? 0 Quote Link to comment Share on other sites More sharing options...
Asheville Web Posted October 5, 2020 Share Posted October 5, 2020 Same issue here. Also, if unable to connect to the bank via Plaid - is there a way to input the account and routing directly? 0 Quote Link to comment Share on other sites More sharing options...
BackupAddict Posted December 13, 2020 Share Posted December 13, 2020 Same here, I guess this was left out of the system for at least up to 8.1RC 0 Quote Link to comment Share on other sites More sharing options...
valeriec Posted May 11, 2022 Share Posted May 11, 2022 Ditto. It is counter-intuitive. They need to be able to add it to the payment methods screen or it's not ready for prime time. 0 Quote Link to comment Share on other sites More sharing options...
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