Setting A Default Funding Source for Bill Payments

Which funding source will be used for Bill Pay?

Depending on you Float plan, you will have the ability to pay bills from your Float Balance or a Bank Connection. For more information, see: Bill Pay Funding Sources

You can configure a default funding source to be used for all bill payments (unless overriden on the individual bill).

To choose a default funding source for Bill Pay: 

1. Navigate to Settings > Bill Pay > "Choose your default funding source"
2. Use the drop-down to choose an option for "CAD Default Funding Source" and "USD Default Funding Source"
   • CAD/USD Pre-Funded draws from your company's Float Balance and is 4x faster than paying from your bank
     • Not currently available for Charge customers - coming soon!
   • Current Bank Connection makes payments from your existing payment connection 
     • Only available to customers on Float Professional or Enterprise

You can update your default funding source at any time. Please note a change to your default funding source will only apply to new bills created after the change