How do I set my default payment method?

You can choose your default payment method by going to your payment method settings.

Your default payment method will be displayed when submitting orders and paying invoices. When taking these actions you can always switch between the default and other methods on your account.

The default payment method is also used for any automatic payments relating to your account.

What happens if my default payment method expires?

If your default payment method expires, the default will automatically be reassigned to a valid method. 

If you have a bank account on file, the most recently added account will become the default; otherwise, the credit card with the expiration date furthest into the future will be assigned. When this happens, you’ll receive an email letting you know about the change.

If you do not have any other valid payment methods on your account, you’ll receive an email prompting you to add a new payment method.

How do automatic invoice payments work?

Three days prior to an invoice’s due date you will receive an email notification reminding you that an invoice is due soon. The notification will be sent to your billing contact and the person on your team who created the order.

Invoices that are still unpaid three days after their due date will be automatically paid using the default payment method on your account.

You will receive an email confirmation of the payment as well as a copy of the paid invoice.

You can always chose pay invoices manually through Lumi anytime before the invoice is automatically paid.