To make your first payment, you will need to add a payment method. This is the bank account or credit card from which you will pay your vendors.

Adding a payment method is quick and simple. To do this, you will need one of the following:

  • Bank account number and routing number (found at the bottom of checks)

  • Credit card number, expiration date and security code

To add a payment method, go to the "Settings" tab in Koverly, then click on "Payment methods." Next, choose "Add Bank" or "Add Credit Card" in the panel on the right side of the screen.

1) Adding a Bank Account

If you choose to "ADD BANK", you can "Connect instantly" or "Create manually".

If you "Connect Instantly," you may connect to your bank account via Plaid (for secure connection). Simply choose your bank from the list and enter your bank username and password.

Not all banks have this option available. If you do not see your bank listed, do not worry. You can connect to your bank account manually.

To connect to your bank manually, you will need your account and routing numbers. These are found at the bottom of your business check. (The routing number is the 9-digit number in the bottom left corner; the account number is 10-12 digits and also at the bottom of the check.)

2) Adding a credit card

If you choose to add a credit cart, you will need to provide the card number, expiration date and CVC. Note that a 2.8% fee for using a credit card will apply.

2) Add or Adjust Payment Methods

You can add new payment methods at any time. To do this, navigate the "Settings" tab in Koverly, then click on "Payment methods." Click on the three dots next to "Payment methods" on the right panel to add a new payment method.

You may have many payment methods at any given time and will be provided the option to choose between them at checkout.


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