There are four types of payment methods. Each type is available to different customer tiers and enables different options in Portal:
Default
- Available to: all customers
- Portal features: always available
Preferred
- Available to: all customers
- Portal features: always available
Non-preferred
- Available to: Bronze, Silver and Gold customers
- Portal features: not available to customers, always available for SEs/CSMs to be enabled
Restricted
- Available to: Bronze, Silver and Gold customers
- Portal features: not available, must complete approval process
The same payment method could fall under a different type based on region. Below is a list of payment methods available in each region:
| Region | Default | Preferred | Non-preferred | Restricted |
| LATAM & Caribbean | Credit Card | Wire Transfer | ||
|
EU |
Credit Card | SEPA (EU) / BACS (UK) | Wire Transfer | |
|
MEA |
Credit Card | Wire Transfer | ||
| APAC | Credit Card | Wire Transfer | ||
| US & Canada | Credit Card |
Check Wire Transfer |
Full payment methods policy available here.
How to enable non-preferred payment methods
- Create the account as needed and Save.
- Once the account has been saved, select the account and go to the main tab
- In the Approved Payment Methods field, open the menu and select the payment methods you want to make available to the customer
- Click Save at the top right corner of the page
Your selected payment method will now be available to your customer.
Things to note
Payment methods must be added by customers in Portal. Customer-facing instructions are available here.
Instructions for Wire Transfer and Check (offline payment methods) are not publicly available on our support center - please send these instructions to customers as needed.
All customer-facing billing articles are available here.
Before saving the account, or if the account is in draft, only credit card will be available in the Approved Payment Methods field. Further payment methods, if allowed, will be available after the account has been fully created.