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How can members add/update their own billing information & payment methods?
How can members add/update their own billing information & payment methods?

How members can update their payment sources and billing info in the member mobile app. Members can add credit cards and/or bank accounts.

DeShawn Brown avatar
Written by DeShawn Brown
Updated over 11 months ago

Members who are billing admins can add and update their billing information and payment methods through the Coworks member mobile app by following the instructions below.

Note: A member must be a team admin to add or update their own billing information through the Coworks mobile app.

How members can update their billing information

Note: The member app may look slightly different on iOS compared to Android, but the functionality is the same. The screenshots provided below were taken from the Android mobile app, so they may be slightly visually different from how things look in iOS.

  1. Sign in to the Coworks member mobile app and click the Me tab in the bottom right corner.

  2. Click on the "Billing" option to choose your payment source.

Choosing a payment source

3. Next choose the "Payment Methods" option.

4. You will be prompted to choose "Credit Card" or "Bank Account".

Adding a credit card

To add a credit card, enter your card number and click "Add Credit Card".

Adding a bank account

Adding bank accounts is a two step process. First, you need to enter your bank account information and click "Add Bank Account."

Next, you must verify the bank account. Once the information is added, Stripe will attempt to verify the bank account by depositing two small amounts (usually less than $1). The member can enter those amounts by going back to the "Payment Methods" tab and clicking "Verify."

Finally, enter the micro deposit amounts that were sent to verify the bank account.

Click "Verify" and the bank account will be ready for use.

Happy Coworking!

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