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How do I add the firm payment method?

  • Peach Knowledge
  • Firm Administration
  • How do I add the firm payment method?

Adding the firm payment method is simple for all you firm admins out there!

  1. If you are the firm admin, click on your name in the top right corner of your screen, and select “Firm Account Settings.”
  2. In the box labeled “Payment methods,” click “Add payment method.”
  3. Enter either the credit/debit card or bank account along with the correct billing information as it appears on the card or bank statement, and click “Save.”

Helpful tips:

  • Be sure the members of your firm select the firm payment method when eFiling and purchasing documents. Only charges posted to the firm payment method will be available on the billing report.
  • Members of your firm can either add the firm payment method as their “default payment method” or they can select it when they are eFiling.
  • Click here for a list of accepted payment methods.
Last Updated: 8 years ago in Firm Administration
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