Managing Payment Information in ShipBoss

Overview

ShipBoss allows users to manage their account settings, including updating their password and adding payment methods. This guide will walk you through accessing the payment information section and adding an ACH or credit card. ---

Accessing the Payment Information Section

1. Click on your Initials Icon located in the upper-right corner of the page.

2. A dropdown menu will appear with the following options:

• Settings
• Account
• Logout

3. Click on Account to access your account settings.

4. By default, the page will open on the Update Password tab.

5. Click on the Payment Information tab to proceed.

Adding a Payment Method

Once in the Payment Information tab:

1. Choose your preferred payment method:

• ACH (Automated Clearing House)
• Credit Card

2. Enter the required details for your chosen payment method.

3. Click Save to store your payment information.

Best Practices

• Ensure that your payment information is up to date to avoid service interruptions.
• Use a secure network when entering sensitive payment details.
• If you encounter issues, double-check the payment details before submitting. ---

Troubleshooting

Q: My payment method is not saving. What should I do?

A: Ensure all required fields are correctly filled out. If the issue persists, try refreshing the page or clearing your browser cache.

Q: Can I remove a saved payment method?

A: ShipBoss allows you to manage payment methods, but you may need to add a new method before removing an existing one.

Q: Is my payment information secure?

A: Yes, ShipBoss uses encryption and secure storage to protect your payment details.

Updated on: 05/02/2025