Manage cards and bank accounts used for platform fees, subscriptions, payroll, and payouts on your staff Billing page in Better Sales Pro.
Keywords: billing, payment method, credit card, bank account, payout, verify account, payroll, default payment method.
Open Billing
- Go to Edit Profile.
- Under Account, click Billing (or open
#tab_10-10on Edit Profile).
Payment Methods (cards and banks together)
Cards and bank accounts appear in one Payment Methods list. A bank account can be used for payouts and, when applicable, related billing preferences.
Add a credit card
- Click Add Payment Method.
- Choose Add Credit Card.
- Enter cardholder name, card number, expiration, and CVC.
- Complete the billing address fields.
- Submit Add Card / Save.
Add a bank account
- Click Add Payment Method.
- Choose Link Bank (instant connection) or Add Bank Manually.
- For manual entry: bank name, routing number, account number, account holder type, and address.
- Submit to save the bank account.
Verify a bank account
- Find the bank row that shows Verification required.
- Click Verify Account.
- Enter the micro-deposit amounts when they appear on your bank statement.
- Confirm verification succeeds — status should change to Verified.
Set defaults and payroll preference
- Use Set as Default on the card or bank you want as primary.
- In Billing Summary, choose your Preferred Payment Method for Payroll (paper check, direct deposit, or a specific bank).
- Click Save Changes if prompted.
Remove a payment method
- Open the overflow menu (⋯) on the card or bank.
- Choose Remove.
- Confirm the deletion.
Common issues
- Verification pending — wait for micro-deposits (often 1–2 business days), then verify.
- Card declined — confirm the card is current and billing address matches the issuer.
- Cannot set default — verify the bank first if verification is required.
- Need help — use Contact Support on the Billing page to chat with REVA about this screen.