As a customer, you will receive email notifications for every new invoice that is sent by your client via Routable. Those email notifications will always have a subject that begins with “New invoice…”.
When going through the flow to make a payment on that invoice, you will have the option to add and pay with a different bank account, if needed.
In the email notification that you receive, click the button that starts with “Pay $...”
Follow the prompts through to the Payment Method step. Then, click the option +Add another bank account.
You may choose to connect your bank account securely and instantly via Plaid, or add your account and routing number details manually, which will go through our verification process with micro deposits.
⭐️ Note: Adding your bank details manually will take a few days to verify with micro deposits. After it’s been validated through our verification process, then you should be able to initiate a payment.
Once you make a payment with your newly added bank account, our system will automatically save those details for the next time you pay an invoice to your client.
Any questions you might have about updating your payment method, please and we’ll be happy to help!