How Do I Enter or Update My Credit/Debit Card?
In this article:
Background
This article is about the credit/debit card you use to pay for your Patriot invoice for software and service fees.
We require a credit/debit card during your free trial, but you will not be billed for Patriot services until your free trial is over.
How to Enter or Update Your Credit or Debit Card
- Go to Settings > Account Settings > Credit/Debit Card Info > Edit
- Card Nickname. Give your card a nickname, if you wish. The Monthly Software Fees page will list the nickname for each transaction.
- Card Number. Type in the numbers as they appear on your card — no spaces or hyphens.
- Card Type. The software automatically chooses the card type for you.
- Name On Card. Enter the name as it appears on your card (e.g., company name, personal name).
- Expiration Date. Use the dropdown lists to select the correct month and year.
- Billing Zip Code. Enter the zip code associated with the billing address for this credit/debit card.
- Security Code. If you have Visa, MasterCard, or Discover, this is the 3-digit number that appears on the back of your card next to your card number. If you have American Express, this is the 4-digit number that appears on the front of your card in the upper corner.
- Click Save.
- Once you Save your credit card information the software will automatically validate the card. If the card is valid, any pending invoices will be charged immediately.
| 💡 Note: If you are entering an American Express card and are having issues saving your new card, you may need to enter your information in reverse order: °Start at the bottom of the page and enter your CVV security code. °Continue to enter all information from the bottom to the top of the page. °Click Save. |
FAQs
The most common reason a card gets declined is a zip code mismatch. We recommend trying any zip code that might be associated with the card—like a previous address, PO Box, or home address. These error messages come straight from the credit card provider, so if it still fails and you’re confident the info is right, you’ll need to reach out to the card provider. They can confirm the correct billing zip and let you know if there are any blocks on the card or on our charges.
Patriot charges in arrears, (or after you have used the services.) After you have closed your account, your credit card will be charged the first of the month for the days the software was active plus any per worker fee for workers paid in payroll.
We accept MasterCard, Visa, Discover, and American Express.
At this time we only accept credit/debit cards for monthly service charge payments.
If the credit card is unable to be charged and you have funds, it is possible that your credit card has expired, or you have updated the billing address of where you credit card statements go to. If neither of these is the case, first, try updating your credit card information again. If the software still is unable to charge your card, please call your credit card company and tell them to allow the charge.
Please wait 15 minutes before trying again.
We require a credit/debit card during your free trial, but you will not be billed for Patriot services until your free trial is over, and you can cancel at any time.
Software monthly fees are charged the first of the month.
If you request amended returns, your credit card will be charged at the time the returns are filed. Failed ACH banking fees are charged on the day the bank notified us of the failure.
Should you ever close your account with Patriot, the software will automatically delete your credit card after all invoices are paid.
We’ll automatically retry your credit card every 5 days or so until the invoice is paid. Need access sooner to run payroll or your accounting software? Just re-enter your card details, and we’ll attempt the charge right away.
Please contact our support team during business hours 9:00 a.m. – 7:00 p.m., M-F.
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