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[Legacy] Setting up a payment method for the first time

⚠️ Legacy article (FleetOps v1/v2). This documentation describes the older FleetOps interface. If you are using the current FleetOps interface, view the up-to-date version of this article instead.


FleetOps offers two payment methods, both powered by Stripe: Credit Card, or ACH via Stripe Financial Connections. You’re billed monthly and payment is processed automatically — FleetOps never stores or has access to your payment details.
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Add a payment method to your account

As part of onboarding, your billing admin will receive an invitation to FleetOps.
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For more instruction on signing up for the first time, click this link
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  • After signing up, you will be brought to the onboarding wizard to help set up your account. Proceed to add a payment method by clicking on the arrow next to it
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  • Enter the email address to which you invoices should be sent and click 'Save'
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  • Note, only one email address can be added from the UI, to add another please email support or your FleetOps contact
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  • Select your preferred payment method
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  • Depending on your choice you can find further below for both ACH and credit card.

Adding a Credit Card

  • Select the 'Credit Card' option
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  • Fill out the secure Stripe form with your updated credit card details and click 'Save card' at the bottom of the form
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  • You will be brought back to the onboarding wizard and see a green tick against billing which confirms that the payment method was added successfully
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Adding ACH

  • Select the ACH option
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  • After selecting ACH as your payment method, click continue on the screen that takes you to Stripe Financial Connections
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Note that your bank details are never shared or made accessible to FleetOps
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  • Select your bank from the list
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  • Once you’ve selected your bank, you will be redirected to your normal online bank log in process.
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  • If your bank provides sub accounts you can choose one here.
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  • You will receive a Success message from Stripe once the process is complete. Click 'Continue' to proceed.
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  • You will be brought back to the onboarding wizard and see a green tick against billing which confirms that the payment method was added successfully
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