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Set up a payment method for the first time

Add a credit card or ACH bank account to your FleetOps account during onboarding. Step by step, with screenshots.

FleetOps offers two payment methods, both powered by Stripe:

A few things to know before you start:

  • You are billed monthly and payment is processed automatically.

  • FleetOps never stores or has access to your payment details.

  • Your billing admin receives an invitation to FleetOps as part of onboarding. See Sign up to FleetOps if you have not signed up yet.

Add a payment method to your account

  1. After signing up, you land in the onboarding wizard. Click the arrow next to Add a payment method.

    Onboarding wizard with the Add a payment method step
  2. Enter the email address your invoices should be sent to, then click Save.

    Entering the invoice email address

    Only one email address can be added from the UI. To add another, email support or your FleetOps contact.

  3. Select your preferred payment method, then follow the matching section below.

Option 1: Add a credit card

  1. Select Credit Card.

    The Credit Card option
  2. Fill out the secure Stripe form with your card details, then click Save card.

    The secure Stripe card form
  3. You return to the onboarding wizard. A green tick against billing confirms the payment method was added.

    Green tick against billing in the onboarding wizard

Option 2: Add ACH

ACH setup runs through Stripe Financial Connections, which uses Link to connect your bank. Your bank details are never shared with or made accessible to FleetOps.

  1. Select ACH.

    The ACH option
  2. Click Continue to open Stripe Financial Connections.

  3. On the FleetOps uses Link to connect your accounts screen, click Agree and continue.

    Don't see your bank in the list, or running into trouble connecting? Click Manually verify instead to enter your account and routing numbers directly. Verification takes 1 to 2 business days, but it works even when a live connection isn't an option.

  4. Search for your bank on the Select institution screen and select it.

  5. Link confirms the bank you picked. Click Continue to open your bank's sign-in page, or Choose another bank to go back.

  6. Sign in using your normal online banking credentials. Your bank handles this step, so your username and password are never shared with Link, Stripe, or FleetOps.

  7. Select the account you want to pay from, then approve the connection with your bank.

  8. Link shows a Success message. Click Continue.

  9. You return to the onboarding wizard. A green tick against billing confirms the payment method was added.

    Green tick against billing in the onboarding wizard

What's next


Still using the FleetOps v1/v2 interface? View the legacy version of this article.

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