Can my client update their payment method for their existing Auto Payment agreement?

Yes. Your client can update their payment method by logging in to their Forwardly account, adding a new bank account, and then selecting the updated payment method on the auto payment screen.

How to change a payment method for Auto Payments

Here are some simple instructions you can share with your clients:

1. Log in to Forwardly. If you haven't logged in before, you will be prompted to create a password. 
2. Add the new bank account or card under the business settings. 
3. On the left-hand navigation bar, click on Pay and then Vendors. 
4. Mouse over the vendor's business, and click View, then go to the Auto Payments tab.
5. Click the Edit icon next to their existing payment method. 
6. Select the new payment method.