Payment Preferences & Auto Pay Setup
To add a payment method whether that is via a card or bank account, please follow these instructions.
1. Click on your Dealer Settings gear
2. Click Payment Preferences under billing
3. Click either Add Card or Add Account and proceed to the next step.
Adding a Credit or Debit Card
1. Fill out the necessary information in the following window, and click on more options to add the cardholder's name and billing address. You may select default if more cards are added and wish to have this card as the default payment option, Once you have filled out this form, click Add to proceed to the next step.
2. In the next window, click the Ok button to confirm the card information and the adding of the card, followed by a confirmation of success, you can close the last window by clicking the Ok button.
3. Your newly added Card should now reflect in the Credit and Debit Cards section like so:
Adding a Bank Account
1.
Fill out the necessary information in the following window. Select the correct option for Account holder type from the drop-down menu; options are Individual or Company. You may select default if another bank account or cards were previously added and wish to have this newly added account as the default payment option. Once you have filled out this form, click Add to confirm the information, followed by a confirmation success window, you may close the last window by clicking the Ok Button.
2. Your newly added Bank Account should now reflect in the ACH Bank Account section like in the picture below.
Once you have added your banking information, please allow up to 72 hours for our bank to link with yours via two small deposits. Once you see these deposits in your bank statements please proceed to the verifying step.
3. For all newly added bank accounts, a verifying process should take place before attempting to utilize it as payment. Click on the three-dot button and click on verify as shown above, and proceed to input the values of the two deposits from CHeKT in the next window, and click Verify. Once you have successfully verified the bank account, click the okay button to close.
4. Your Bank Account should now reflect as verified as seen below:
Setting up Auto Payment
1. To set up your CHeKT monthly invoices for auto payment, you need to enable the 'Auto Payment' option and accept the Automatic Payment Agreement. If you do not agree to the terms, CHeKT can not auto-charge your account.
2.
Once you have agreed to the terms,
initiate the auto payment by
toggling the button to enable the automatic payments as shown below.
and click okay to complete the process
If you agree to an automatic payment of your monthly services, your default payment method will automatically be charged 1-3 days after an invoice is generated. Monthly service invoices are generated during the first week of each month.
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