Cleo lets you add your Bank Account details to enable you to pay on its website. The card details are saved on Cleo and can be selected when you want to make a new transaction. If you are worried about a security breach or another person using your device, you may after making your payment want to unlink your Bank Account from Cleo.
Cleo payment method provides a means where you make the payment online by saving details of your Bank Account, e-wallets, etc which in turn helps you to save time. You can also unlink these details later. It’s easy to unlink your Bank Account from Cleo. You can also change your payment method by deleting or adding another Bank Account to make your online transaction more convenient.
If you know how to use Cleo you can unlink your Bank Account, debit card, e-wallets, or bank account that you have previously saved on the site. Sometimes it’s hard to find the right option but in this post, I will show you how to remove and unlink Bank Account details from your Cleo account.
How to Unlink Bank Account From Cleo Account
You can make this change both through their desktop website and also in the mobile app
To unlink a Bank Account from the Cleo desktop website:
1. Open the Cleo website and log in to your account with your username and password.
2. Now, after logging in, click on your “Account” from the menu
3. Click on the “Payment” options. You can see a list of credit/debit cards that you have added.
4. Click on the down arrow to unlink the card you want to unlink.
5. You will be asked for confirmation. Click on the “Confirm unlink” option to unlink the card from your Cleo account.
That’s all it takes to unlink your Bank Account from the Cleo desktop website. Your previous payment method has been unlinked from your account. When you check it out on Cleo, it will no longer appear.
Removing a Bank Account With the Cleo App
1. Open the Cleo app on your phone or tablet and tap on the Account tab
2. Tap on “Your Account” and scroll down to “Payments & Billing”.
3. Then scroll down to select the Bank Account you want to unlink.
4. unlink the selected Bank Account by tapping on the “unlink” button.
5. Tap on the “Confirm unlink” option to unlink the card from your Cleo account.
You can also add another payment method if your Bank Account has expired or your payment is unsuccessful. The payment method is simply the mode of payment, the credit or debit card that you have added to pay for your Cleo transactions.
How to Change Payment Method on Cleo
Cleo lets you add a new payment method or change to correct your Bank Account details by following these steps.
1. Go to Cleo and go to Your Account.
2. Next, select the “Payments & Billing” setting.
If you have saved a method before You’ll see a list of all currently attached to your account.
3. Click “Settings”, and you’ll see your default payment.
4. Click the “Change” link next to “Payment Method”. You’ll also want to follow this process if you need to add a new card that’s not already associated with your account.
5. Click “Add New Card” and then click the “Continue” button.
Now, if your transaction failed in the first attempt, you can retry your payment with the same payment method or choose a different one.
Unlink a Payment Method
Important: If you unlink a payment method that’s used for a subscription to Cleo, you might be prompted to add a new payment method. You can also cancel a subscription.
1. Go to Cleo.
2. At the top, click “Payment methods”.
3. Next to a card or bank account, click “unlink” and then unlink.
Note: If you unlink a card used in Cleo, you’ll also need to unlink it from your phone. Choose your phone type and then follow the prompts to unlink a payment method.
How to Change Debit Card on Cleo App
1. Go to Cleo.
2. At the top, click “Payment methods”. If you don’t see “Payment methods” at the top, you may need to expand your browser window, or click Menu Menu.
3. Next to a card or bank account, click “Edit”.
4. If you can’t find “Edit,” unlink the payment method, then add it again.
For cards, you can edit:
- Expiration date
- CVC
- Name on the account
- Address.
Conclusion
Cleo online payment with a Bank Account these days has been easy but that’s not to say there are no risks at all. While you can’t control things like a data breach, you can always take preventive measures to protect your Bank Account details from internet fraudsters.
Paying directly on Cleo with your Bank Account is a good option but storing the card information online will put you at increased risk of the information being stolen and criminals using it for fraudulent transactions. I prefer to manually enter my card information when I make transactions on Cleo and this helps me to reduce the chances of my bank card details being compromised.
Meanwhile, Cleo wrong payment methods or expired cards will result in payment errors while making your transaction. If you want your payment details saved on Cleo you need to update your payment method. And before you save your Bank Account details on any website or app make sure you are the only user of the device you make the payment. Keep your login credentials secret.
I hope this article helped you?