Note: Payment methods can also be added at checkout. For more information on this, please view our full checkout guide.
Steps:
- Login to the JoinIn app or online portal
- In the left menu, head to Account > Settings > Payment Settings
- Select the organisation the payment method will be used for using the dropdown
- Click/tap ‘Add payment Method’ (card or PayPal wallet) or ‘Set up’ (direct debit)
- Follow the payment provider setup and provide the necessary details
If you’re having trouble creating a new direct debit, read our troubleshooting guide here.
Future payments authorisation
When paying via card, you will be given the option to allow payments for future invoices to be collected automatically. If you do not choose to tick this option, you’ll need to login and initiate payment whenever the organisation creates a new invoice.
Purchase authentication
When making a purchase or adding a new card, you may see a prompt to verify the transaction by verifying a 0.00 payment using a one time password (OTP) or via your banking app.
Note: Depending on your bank, the purchase authorisation may appear as either 0.00 or $0.00 (dollars). Regardless of whether the dollar currency is displayed, the authorisation remains valid for the intended purposes, and it is fine to proceed.