Allowing portal users to add their payment method gives them autonomy and minimizes potential misunderstandings. It makes communications more efficient. It generates a signed SEPA document that is automatically downloaded for storage.

To set up this option, you need to go to Portal > Payment Methods > Edit. Here, you can view 'Your Payment Methods' or add new ones.

To add a payment method from the portal, you need to go to Portal > Payment Methods > Add Payment Method.

Fill out the following form and sign the document to complete the process, downloading the SEPA receipt.

Account Number > Type > Account Holder Name > Bank > Add and Sign

Through this process, the company will have your billing information to automatically charge your bank account and streamline the process.