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  1. Log in MSPbots app and navigate to Settings > Billing.
  2. On the Billing tab, navigate to the Pay Method section and clickthe + ADD NEW button.
    image add payment method
  3. Select Add Credit Card or Add Bank Account
    image select payment method
    • If you selected Add Credit Card, fill in the following information on the Create Card tab: 
      • First Name
      • Last Name
      • Card Number
      • Exp. Month
      • Exp. Year
      • Security Code
        image credit card info
    • If you selected Add Bank Account, fill in the following information on the ACH tab: 
      • Name as per Account
      • Account Number
      • Routing Number
        image ACH info
  4. Click Save to add the new billing account. The card number or bank account number will be saved in the Pay Method section. Use this information for your future transactions. 
    image pay methods

Verifying your ACH account 

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You need to verify your ACH account if you added a bank account to your payment method. To do this,

  1. Go to the Pay Method section on the Billing screen. 
  2. Click the Verify link beside your bank account. 
    image verify ACHImage Added 
  3. On the Verify window, enter two Verification Amounts and click Confirm
    image verify amountImage Added
  4. The authentication process is successful once your ACH account no longer shows Pending Verification
    image ach authentication successImage Added

Upgrading your plan or bundle 

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