Here are the steps to follow to add or remove your credit card details on GoldFynch.


Adding/removing/setting default credit cards

Step 1. Log in to your GoldFynch account

Step 2. Click on the menu button in the top-right corner of your window



Step 3. Click on the "App Settings" option

Step 4. Click on the "Payment Methods" tab


Add or remove a payment method, or set one as default 

To add a payment method

  1. Click on the "Add a payment method" button 
  2. Enter your credit card details
  3. Click on the 'Add payment method' button at the bottom of the overlay screen


To remove a credit card that is linked to your account

  1. Click on the trashcan button against the credit card that you want to delete
  2. Type 'DELETE' in the textbox that is displayed and click on the ->button

To set a credit card to be your default card 

  • Mouse over the card you want to set to default and then click on the 'Make Default' button


Adding a card while making a payment


Step 1: Log in to your GoldFynch account

Step 2: Click on the menu button in the top right corner of your window and then click on the 'Billing' option



Step 3: Choose a month with an unpaid invoice and click on ‘Make a Payment’

Step 4: Click on the 'Add a Payment Method' button 

Note: You will be redirected to the Payment Method tab of the 'App Settings' screen


Step 5: Add a payment method as described in the 'Adding/ removing/setting default card' section.


Making a payment with an already-added card


Repeat Steps 1 - 3 from the "Adding a card while making a payment" section then click on the 'Make a payment' button in the Make a payment screen overlay. A confirmation message will be displayed once the payment is successful. 


Note: You can add manage your payment methods from the 'Make a payment' screen overlay by clicking on the 'Manage payment methods' button


Reviewing your payment status, billing details, and downloading invoices


Repeat steps 1 and 2 from the "Adding a card while making a payment" section


Billing Screen

At the top of the billing screen, you can see the billing summary. The billing summary contains the following information:

  • Current Charges - Click on 'See Details' to view details of your charges for the current month
  • Past Due Charges
  • Active Billing Period 
  • Next Invoice Date
  • Payment Method - Click on 'Manage' found under the payment method column to manage your payment methods. You will be redirected to the Payment Method tab of the App Settings page.


  • The list of the past invoices, their payment status and the amount are displayed below the billing summary

  • To download an invoice, click on the download icon
  • To see billing details, click the list icon

 
 

Note: Billing is linked to your account as a whole, so you don't need to pay for individual cases - your payment is made for all the cases in your account based on your monthly usage