How do I manage my saved bank accounts and cards?

Step 1: Go to the Administration tab and select Manage Bank Accounts, Credit Cards, or Debit Cards.

Step 2: Click Add and fill in the required fields (for example, Bank Name, Account Number, Routing Number).

Step 3: Click Delete next to a saved method to remove it.

What else do you need help with?

Navigate back to the Bonterra Invoice Portal Index.

How do I add a bank account to my account? | How do I add a credit card for payments? | How do I delete a saved payment method? | How do I update my bank account information? | Where do I manage my saved cards? | How do I remove an old credit card? | How do I change my payment method?