You are prompted to add a payment method when you pay your first invoice through the Customer Portal or it can be added by accessing ‘Payment Methods’ in the menu (regardless of which path you choose the steps are the same).
Adding a payment method, such as a credit card or bank account, does not automatically trigger payments. Payment methods must be explicitly linked to an Autopay agreement or used manually to settle invoices.
Add a Bank Account
Based on the currency of your invoices you will be prompted to add a bank account in your invoicing currency.
When adding a USD bank account, you will be required to provide content for the following fields:
Routing Number
Account Number
Bank Account Type
Check Type
Account Holder Name
When adding a CAD bank account, you will be required to provide the following fields:
Select your bank (if your bank is not included on the provided list, click Don’t see your bank? and add your three-digit institution number)
Transit Number
Account Number
Account Holder Name
Add or Update a Credit Card
To add or update a credit card in the Customer Portal, follow these steps:
Log in to your Versapay portal.
Click your profile icon at the top right (above the balance due).
Navigate to the Payment Method section.
To add a new card, select Add Card and enter the required details.
To update an existing card, select the card you want to update and click Edit.
Save your changes.
Cardholder name
Card number
CVV/CVC code
Expiry date
Billing ZIP/postal code
Note: The Name on Card and Zip/Postal Code must match the billing information for the card number entered. If this information does not match, the card may be declined upon entry. If this occurs, please review the billing name and zip/postal details and re-enter.
Troubleshooting Declines
If you encounter issues while adding or updating a credit card, ensure the following:
The information entered matches exactly what the issuing bank has on file, including:
Billing street address and ZIP/postal code (Address Verification Service or AVS must match).
CVV/CVC code from the card.
Re-enter the full card number and CVV to ensure accuracy.
Verify the billing address and ZIP/postal code with your bank and update them in Versapay if needed.
Card types accepted will vary based on the supplier to whom you are making card payment. The card types accepted are indicated in the card entry field. A small temporary authorization (e.g., $0.01 pending charge) may appear during card verification. This charge typically reverses automatically.
Sign up for AutoPay when adding payment method
When adding a funding source in Versapay, you always have the option to opt in for AutoPay if AutoPay is offered by your supplier. Selecting to opt in will automate your invoice payment process. Invoices will be auto paid from the funding source based on the timing assigned when activating your AutoPay agreement. To set up AutoPay:
It is important to note that simply saving a payment method does not result in automatic payments for current or overdue invoices. Autopay agreements must be explicitly set up to automate payments.
Navigate to the Payment Methods page.
Click the New button (visible if you already have at least one payment method).
Add a new payment method (bank account or credit card) and select Yes beside "Use this card (or account) for AutoPay."
Complete the agreement details, such as payment scheduling (e.g., payment on invoice due date).
Check the certification box and click I Agree.
Confirm your selection.
Note: Once AutoPay is activated it will pay all invoices that meet the criteria including historic overdue invoices.
However, overdue invoices will not be automatically paid unless they are explicitly included during an Autopay run. Manual payment is required for overdue invoices not captured by Autopay.
Manual Payment Processes
For overdue invoices, you can make payments manually in Versapay. To do this:
Navigate to the Invoices section in your account.
Select the overdue invoice(s) by checking the corresponding box.
Click Pay to complete the payment process. This ensures that overdue invoices are settled promptly without relying on Autopay.
