What is this feature?
Adding a payment method allows you to attach a payment option to your account to enable LIVE mode functionality. This is a required step to access the live mode, where you can send actual mail. PostGrid offers flexible payment options, including credit/debit cards, US bank accounts (for ACH), and Link — a fast checkout option powered by Stripe — to accommodate different business preferences. The payment method is associated with your organization and can be managed separately for mailings and subscription payments.
How can I use it?
To set up your payment method:
Step 1: Navigate to Payment Settings
From your PostGrid dashboard, click on "Payment" under the "Billing" section. You'll be directed to the Payment Methods page
Step 2: Add Your Payment Method
Click the "Add Mailings Payment Method" button (or "Change Subscription Payment Method" if updating your subscription payment). You'll be redirected to a secure Stripe checkout page.
Step 3: Enter Your Payment Details
On the Stripe checkout page, you'll see three ways to pay:
Pay with Link — If you already have a Link account, click the "Pay with Link" button at the top of the page for instant checkout using your saved payment details.
Card — Select "Card" and enter your card details. Optionally, check "Save my information for faster checkout" and enter your phone number to save your card via Link for future payments. Click "Save" to complete the setup.
US Bank Account — Select "US bank account," enter your full name, and search for or select your bank from the list. Click "Set up bank account" to complete the setup.
Important Note: You will not be charged when setting up the payment method. The payment method is only used for billing when you create and send actual mailings in LIVE mode.
How does the billing works?
PostGrid's billing structure is based on usage and subscription:
No upfront charges: Adding a payment method does not trigger any charges.
LIVE mode activation: Once a payment method is attached, you can access LIVE mode to send actual mail.
Usage-based billing: You are billed for the actual mailings you send in LIVE mode.
Separate payment methods: You can maintain separate payment methods for your mailings and subscription payments. Subscriptions are tied to a credit card and get charged automatically on a monthly basis, and mailing fees can be paid through ACH or wire transfer.
Shared across team: All users on your account share the same payment method
Where to View Invoices or Payment Information?
To access your billing history and invoice details in PostGrid:
Step 1: Navigate to Billing Settings
Sign in to your PostGrid dashboard
Under the "Billing" section, you'll see two options:
Payment - To manage your payment methods
Invoices - To view your billing history
Step 2: View Your Invoices
Click on "Invoices" under the Billing section. You'll see a list of all your invoices.
Step 3: Review Payment Information
Click on "Payment" to view your current payment methods. Here you can see your active payment methods (card ending in XXXX or bank account), which payment method is used for mailings, which is used for subscriptions, and options to add, update, or change payment methods.
Important Note: Only users with Admin or Billing Admin permissions can access the Billing section. Account closure or deletion is only processed after all outstanding invoices are paid and there's no unbilled usage for the current billing period. You can contact your Customer Success Manager for billing-related questions.
FAQs
Q: What payment methods does PostGrid accept?
A: PostGrid accepts credit/debit cards (Visa, Mastercard, American Express, Discover), US bank accounts (ACH payments), and Link — a Stripe-powered fast checkout option for users with an existing Link account. If paying through wire transfer or any other preferred mode of payment, inform the customer success team at [email protected] or reach out to your Customer Success Manager, and they will enable LIVE mode for your account.
Q: What happens if I don't add a payment method?
A: Without a payment method, you can only use test mode. You won't be able to access LIVE mode or send actual mailings until a payment method is attached to your account.
Q: Can other users on my account see or change the payment method?
A: All users on the account share the same payment method. However, only users with Admin or Billing Admin permissions can view and manage payment information.
Q: Can I update or change my payment method later?
A: Yes, you can update your payment method at any time by going to Settings > Billing > Payment and clicking "Change Subscription Payment Method" or "Add Mailings Payment Method."