If you've received a payment link from a vendor or business that uses CashFlow Central, paying them is quick and straightforward. The payment amount and other invoice details are pre-filled.
The payment process is slightly different depending on whether you choose to pay with a card or a bank account (ACH).
This article contains these sections:
Paying with a Card
Follow these steps to make a payment using your credit or debit card:
1 - Select Card as your payment method.
2 - Enter the card details.
3 - Enter your billing address.
4 - Select the payment debit date.
Please note: You can save your payment details for future payments by checking the checkbox.
5 - Select Confirm and pay.
6 - A verification code will be sent to your email address. Check your inbox and enter the code.
That's it. Your card payment is now processed. You will see a confirmation page.
Paying with a Bank Account (ACH)
Follow these steps to make a payment directly from your bank account:
1 -Select Bank as your payment method.
2 - Enter your details:
- Email address
- First and Last name
- Billing address
Then, select Connect bank account.
3 - A verification code is not sent to your email address. Check your inbox and enter the code.
4 - Connect your bank account (via Plaid). Follow the on-screen instructions to connect your bank account through Plaid.
5 - Select the payment debit date.
Please note: You can save your payment details for future payments by checking the checkbox.
6 - Select Confirm and pay.
That’s it. Your bank account payment is now scheduled. You will see a confirmation page.
Paying with saved details
If you've saved your payment details from a previous payment, you can reuse them to make a new payment quickly and securely by following these steps:
1 - On the payment page, find the email address field and enter your email.
2 - You will see a verification message. Select Verify.
3 - A code will be sent to your email inbox. Check your email, and then enter the verification code on the screen.
4 - Your saved payment method will appear. Select Confirm and pay to complete the payment.
That’s it. You successfully made a payment.