To add or remove a payment type for a user:
Open the People page
Select the People tab
Select the relevant user to open the edit function
To add: Select the dropdown under What payment types can be used? and choose Bills and/or Cards
To remove: Select the cross icon on Bills and/or Cards under What payment types can be used?
Select Update to save
Note: It is possible for a user to be added to a budget and not have any payment types allocated. This results in the user not receiving a virtual DiviPay card. To resolve this, follow the above steps, and add the card payment type to the user. They will now have access to their virtual card.
What do Bills and Cards payment types mean?
Bills: if you have activated Bills for your account, you will be invoiced monthly as per our Bills pricing. If you have not activated Bills for your account, you will not be invoiced (even if the bills payment type remains in some or all user profiles).
Cards: user will be issued a virtual card when they are added to budgets. This user will be a normal billable user as part of your DIviPay account.
No payment type: user will not have access to a DiviPay card, or the Bills function. There are no user fees attached when no payment types are selected.
Note: Admins (or custom roles with create and edit roles permission) cannot remove payment types from their own profile. If there are additional Admin users in the account, they will be able to remove payment types for your profile. Alternatively, please reach out to email@example.com so our team can help you out in removing payment types.