Online Payment FAQ

Article author
Kelly Sutter
  • Updated

Our online payment site gives Account Owners quick and easy access to their payment history, the ability to download invoices and make payments. Just add your credit card or bank details and your monthly invoice will be automatically paid each month.

We’re thrilled to provide the convenience of auto payment, including monthly emails with an attached PDF of your invoice, payment receipts, and access to your payment history and transactions online.

Please check out the FAQ below and send us any questions we haven’t answered.

KEY DATES
• February 15, 2024 // Login information emailed to account owners
• March 1, 2024 // Deadline for entering autopay details
• March 8, 2024 // First invoice with the new system
• March 10, 2024: First automatic payment

 

Billing cycle

  • On the 8th of each month, invoices are emailed to Account Owners and any users marked as Billing Contacts in WordFly. A PDF version of the invoice will be attached.

  • On the 10th of each month, your payment will automatically processed using the credit/debit card or bank details you entered into the payment system. You’ll receive a receipt that same day. If you have not yet entered autopay details, you must log in to the payments site and make payment within 30 days.

 

Accepted forms of payment

  • Credit or debit cards
    We accept credit or debit cards issued by Visa or MasterCard.
    (We do NOT accept American Express or Discover.)

  • ACH bank info
    For United States customers only. Enter your routing and bank account number which can be found at the bottom of a check or in your banking account. We can no longer accept paper checks.

If you paid your WordFly invoices with PayPal in the past...
You can enter in a credit card instead.

If you paid your invoices by check in the past and you are based in the United States...
You can enter your banking details (ACH) instead.

If you paid your invoices by wire transfer in the past...
You can enter a credit card instead. If you must continue using wire transfer, it must be done outside of the online payment system. Wire transfer is not supported in the payment system at this time.

 

Manage your autopay details

Set up autopay for the first time

  1. Check your inbox for a Set Password email sent from billing@wordfly.com  
    These emails are only sent to the person listed as the Account Owner in WordFly. If you do not have the email in your inbox or spam folder, please get in touch.
  2. Set a new password
    If the link has expired, click Forgot Password.
  3. Use the new password to sign in to https://payments.wordfly.com
    You will be automatically redirected to the Autopay page.
  4. On the Autopay page, select your payment method and enter details.
    Click Add Card or Add Bank Account and enter the required information. You must enter details here before you can review Invoices and Transaction History.
  5. Click Enable Autopay
  6. Agree to the Terms of Service
  7. You are now set up for autopay

 

To update your payment method

  1. Sign in to https://payments.wordfly.com 
  2. Click the Manage Autopay button
  3. Click Add Card or Add Bank Account
  4. Select it as your preferred payment method
  5. Click the Update Payment Method button

 

Make a payment manually

You can use this method to pay any past-due invoices.

  1. Sign in to https://payments.wordfly.com
  2. From the left, click on Invoices
  3. Select which invoices you would like to pay, then click Make a Payment
  4. Review the invoice selections and click Continue
  5. Select your payment method and enter details
  6. Click Submit
  7. After your payment is processed, you can download a copy of your receipt

 

Invoices

To print or download an invoice

  1. Sign in to https://payments.wordfly.com
  2. From the left, click on Invoices
  3. Click the invoice to view, then click Download as PDF
  4. Select the Print icon 
  5. In the Destination dropdown, select your printer or Save as PDF
  6. Click Print or Save

 

Manage your account owner and billing contacts

To get set up with our online payment system, you first need to select a single WordFly user as the Account Owner inside WordFly. This person will be the only person who can have access to the payment website. This person should be the user who knows the most about your WordFly account. They are responsible for logging into the payment site and adding your credit card or banking details into the payment site. Any users marked as Billing Contacts in WordFly will also receive invoices and receipts via email. 

 

For organizations with multiple WordFly accounts

There are a few additional considerations if you have multiple WordFly accounts:

  • If your WordFly accounts share a single account in our Oracle NetSuite accounting system, then the invoices and payments for each organization will be managed in a single account in the payment website. Account Owners from each WordFly account will log in to the same account in the payment website, with visibility to the same invoices and payment methods.

  • Email addresses must be unique in the payment website. If the same Account Owner with the same email address is set in multiple WordFly accounts, that single email address can be invited to only one account in the payment website. Contact us for more information on your options in this case.

 

Payment website FAQ

Can our finance team have access to the payment website?

No. Only the Account Owner will have access. Add your finance team as billing contacts in your WordFly account to ensure they receive invoices, receipts, and other billing-related emails.

 

Is monthly auto-payment required?

Yes. Our online payment system will become the standard way to make payments via credit card or ACH. You will receive an invoice a few days prior to the charge going through. If your organization has business rules that forbid online or auto pay, please let us know.

 

How do we add our credit card or banking details for autopay?

The Account Owner will receive an invitation from us to access the system. After setting up their login credentials for the payment website and authorizing auto-payment, they can enter credit card or banking info. Once entered, details are masked for security purposes and cannot be viewed.

 

What info is available on the payment website?

The Account Owner can view and download current invoices and see payment status of each. They can also make payments or apply credit toward any outstanding invoices prior to the February 2024 bill. The account history can be reviewed from 2020 onward.

 

Will there still be billing info in WordFly? 

Yes. In the Billing section in WordFly you will be able to view your Account Usage, download usage PDFs, and download campaign CSV data. Account Usage PDFs will have the same data as the invoice, but actual invoices are only available through the new payment website and in monthly email communications. These updates will be launched in the upcoming weeks.

 

How do I update my billing address?

Email support@wordfly.com

 

How do I change the account owner?

The current account owner can select a new account owner by going to the Account > Organization Info page in the WordFly app. After they make the change, please email support@wordfly.com to change access to the payment system. 

If your account owner is no longer at the organization, please email support@wordfly.com.

 

 

Security FAQ

Is WordFly saving our credit card or ACH bank info? 

No. Credit card and banking info will not be stored by WordFly. Oracle NetSuite is the data storer and host. Credit card and personally identifiable information is always secure, and NetSuite is externally audited to SOC 1 Type 2 and SOC 2 Type 2 (SSAE18 and ISAE 3402) standards while maintaining ISO 27001 and 27018, PCI DSS and PA-DSS compliance. Cybersource, a Visa Solution, is the processor. The Cybersource platform is built on Visa infrastructure, with world-class security and the payment reach and fraud insights of its $500B+ global processing network.

 

Can credit card or ACH bank info details be viewed after they are entered?

No. Once entered, the details are masked for security purposes.