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How to add, update, or confirm payment details
How to add, update, or confirm payment details

How-to guide for ensuring Indigo has the required payment details to issue payment for Carbon credits

Becky Scott avatar
Written by Becky Scott
Updated over a week ago

In order for Indigo to ensure accurate and timely payments for Carbon credits, we require a few payment details to be confirmed or added to your Carbon account.

Follow the steps below to learn how to confirm or add your payment details for Carbon.

Step 1: Click on "Manage Account" in the drop-down under your name at the top right.

Step 2: Under each entity, we ask for your Taxpayer Identification Number (TIN) and Payment Preferences.

If you have not entered these yet, you will see the "Add" button next to each one. Click "Add" to provide the required payment information.

Step 2a: Add your Taxpayer Identification Number. Depending on your entity type, it will ask for your Employer ID or SSN.

Step 2b: Clicking "Add" to enter your Payment Preferences will take you to a DocuSign where you will fill out a Preferred Payment Form.

Step 3 (If Needed): If you need to make edits to your Preferred Payment Form, you can click "Resubmit" to fill out and submit an updated form.

If you need to make any edits to your entity information, you can reach the Carbon Customer Success team through the live chat at the bottom right corner of your account.

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