Step 1️⃣: Navigate to the payment methods section
First, log in to your Paytient account and navigate to the Settings tab.
Step 2️⃣: Add your banking details
From Settings, click or press the Add a payment method button, shown below, then choose Add bank/ACH account.
Please keep in mind that if you don't have online banking, you will not be able to proceed. You may link a card instead, or contact support for other options!
After selecting Add bank/ACH account., you’ll be asked to authorize Paytient to initiate recurring payments from this account. By clicking continue, you will then be taken to Plaid, a software platform that allows you to safely and securely link your bank account as a payment method with Paytient! You’ll be prompted to log in or create a Plaid account, or you can select Continue as guest instead.
Next, Plaid will show you a list of common banking institutions to choose from. Select your bank from the list or enter the name in the search bar to locate it.
After selecting your bank, you’ll be prompted to log in using your online banking credentials. Plaid will then send you a security code to verify your identity.
Once you’ve verified your identity with Plaid, simply choose which account you would like to link, select Continue. You should now see your newly linked bank account in your Paytient account settings under Payment Methods.
Step 3️⃣: Micro-deposit verification
This step is only required by some banks to verify and link your account. If required, Plaid will send a micro deposit to your selected bank account totaling $0.01. There will be a 3-letter code at the beginning of the transaction details. See below for an example:
You’ll be prompted to enter the 3-letter code and click Continue to verify your account. You should now see your newly linked bank account in your account settings under Payment Methods!