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


The Payment Methods screen - adding, removing, and 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

Click on the App settings option accessed from the menu icon in the top-right corner of the GoldFynch app


Step 3. Click on the 'App Settings' option

Step 4. Click on the 'Payment Methods' tab



To add a payment method

Step 1. Click on the 'Add a payment method' button (highlighted above)

Step 2. Enter your credit card detailsEnter your credit card details

Step 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

Step 1. Click on the trashcan icon against the credit card that you want to delete

Step 2. Type 'DELETE' in the textbox that is displayed 

Step 3. Click on the arrow button beside it

To set a credit card to be your default card 

Step 1. Mouse over the card you want to set to default. This will make the 'Make Default' button visible

Step 2. Click on the 'Make Default' button


The Billing screen - making payments, reviewing your payment status, billing details, and downloading invoices


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 'Billing' option

Click on the billing option accessed from the menu icon in the top-right corner of the GoldFynch app


Making a payment

Step 1. Choose a month with an unpaid invoice and click on ‘Make a Payment’ against it

Click on Make a Payment against the month you wish to make the payment for


Step 2. 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. 

Click on the Make payment button


Adding a card while making a payment

If you do not already have a payment method set up while attempting to make a payment, you will be prompted to on the 'Make a payment' overlay (see the image below).


Step 1. Click on the 'Add a Payment Method' button on the 'Make a Payment' screen. You will be redirected to the Payment Method tab of the 'App Settings' screen

Step 2. Add a payment method as described in the first section of this article

Step 3. Follow the steps of the 'Making a Payment' section to complete the payment


Click on the Add a payment method button


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


At the top of the billing screen, you will 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.


View your billing summary on the Billing screen


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


Click on the list or download icons against a month to view its billing details or download its invoice, respectively

  • To download an invoice for a particular month, click on the download icon
  • To see billing details for a particular month, click the list icon

The billing summary for a month 

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 and organizations in your account based on your monthly usage.