Transcript:

In this video we’ll talk about how to add a payment account. Before you get cracking on your filings, you’ll need to add a payment account. We make this a painless process, so without further delay, let’s do this.

Add New Payment Account

First, click the button that says “Payment Accounts.” Next, click the big blue button that says “Add New Payment Account.” You’ll see a required field for Payment Account Name — you can name your payment account whatever you’d like.

Next, select your Payment Account Type. You have two options: Credit Card for standard filings, or Waiver for pro bono filings or similar situations. When you’re ready, click “Add Card Details.”

Add Credit Card

You’ll now see the Method of Payment screen. Select Credit Card — we’ll use that for our example today.

Enter your card details starting with your card type — we’re using Visa today. Enter your card number, followed by your expiration month and year, and then your CVV code, which is the code on the back of your credit card. Next, enter the name as it appears on your credit card, followed by your billing address.

Outro

Once all your information is entered, click Continue. Review your billing information to make sure everything checks out, then click “Save Information.” You’ll see your new credit card added and you’re good to go. Your payment account has been added and you’re ready to get to work — happy filing!