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Envoy Global has introduced AutoPay as a new payment feature in the Envoy Global platform, facilitating a more seamless experience for customers paying by credit card, debit card, or ACH. AutoPay allows customers to securely store a payment card in Envoy Global's Stripe account to complete payment before a case is opened or when an invoice is generated.
Add a payment method
A valid payment method must be added to the account to open a new case. If a payment method is not added, you will receive an error during case creation. The error will prompt you to either add a payment method by following the below steps or send an email to your company/division Administrator so they can add this payment method on your behalf.
- Click on your profile on the top right corner of the screen and select Administration.
- Select the Division tab.
- Select the Division that you would like to add the payment method to. You can add the same or different payment method to multiple divisions.
- Select the Payment Settings tab. If not payment details have been added, select the Add Card Details button.
The Add Payment Method modal will appear. Add the card number, expiration date, CCV, country, state, and postal code. If you prefer to add a bank account, toggle over to the ACH Bank Account tab and enter your banking details.
Note that ACH bank information may take 2-3 business days to verify, so please contact our team if you need support with opening a new cases within that time frame.
- Select the Save Payment Method button to save your payment information. Note that the email provided will receive a payment receipt whenever a charge is successfully paid using AutoPay.
- Once a payment method is added, it can be updated at any time using the Update Payment Method button.