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How do I require payment methods from my users?
How do I require payment methods from my users?

As an admin, learn how to require your users to input a payment method when creating their accounts

Sarah L. avatar
Written by Sarah L.
Updated over a week ago

Requiring payment methods from users is a great way to set your organization up for hassle free billing. If you wish to enable auto payments, requiring payments methods is a recommended first step.

  1. Click Settings from the left-hand menu

  2. Click User settings then select Onboarding

  3. Click Require payment methods

  4. Select the option 'Always required' under Payment methods. Enabling this will require all users to input a payment method before they can perform any actions within your workplace app.

  5. You can also choose to 'Require only when users are incurring their first charge', which will allow a user to get access to the app and only be prompted to add a payment method prior to incurring their first charge.

Note: This option will only show after you have connected a payment gateway on the 'Integrations' screen.

When the requirement is enabled, you can exempt specific users or teams from this requirement. You may wish to do this for members who pay by alternative method outside of Optix (e.g. check, cash, or direct bank account transfer).

  1. Click Users from the left-hand menu (click Teams tab if applicable)

  2. Locate the user/team who you'd like to manually disable auto-payments for, and click their name

  3. Select Account from the side panel

  4. Within the 'Payment Method' section, disable the toggle next to 'Required'

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