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Service>Quotes: View open proposal names and statuses. 


Payment Method: Click "New Payment Method" button to add a new method or click three dots to right of "Manage" to edit or delete an existing payment method.
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Add a New Payment Method

  1. Click "New Payment Method": Click "New Payment Method" button.
  2. Select Desired Payment Method: Select "Credit Card" or "Bank Account" (ACH) method option as desired and click "Next" button on lower right hand corner.
  3. Create Credit Card Payment Method: For Credit Card payment method, enter information as follows.

    Info

    For Bank Account payment method, skip to the next step. Note that we provide a 3% discount on all invoices if you choose the ACH (bank account) payment method.


    1. Friendly Name: "Credit Card" (without quotes)
    2. First Name: Card holder first name
    3. Last Name: Card holder last name
    4. Credit Card Number: Enter your credit card number
    5. Month Expiration: 2-digit card month expiration
    6. Year Expiration: 4-digit card year expiration
    7. Click "Next": Click "Next" button
    8. Address: Card holder billing address
    9. Address Line 2: Secondary address information such as floor or suite number
    10. City: Billing address city
    11. State/Province: Billing address state
    12. Postal Code: Billing address postal code
    13. Phone Number: Card holder phone number associated with account
    14. Email Address: Card holder email address associated with account
    15. Click "Next": Click "Next" button
    16. Authorize Payment Method & Submit: Click to select "I authorize the use of this payment method to settle transactions in this portal" option, and click Submit".
  4. Create Bank Account Payment Method: For Bank Account payment method, enter information as follows.
    1. Friendly Name: "Bank Account" (without quotes)
    2. Account Name: Account holder first and last name
    3. Routing Number: Bank routing number (can be obtained from a check as shown below)
    4. Confirm Routing Number: Confirm same number
    5. Account Number: Bank account number (can be obtained from a check as shown below)
    6. Confirm Account Number: Confirm same number
    7. Account Type: Checking
    8. Account Holder Type: Business
    9. Click "Next": Click "Next" button
    10. Address: Bank account holder billing address
    11. Address Line 2: Secondary address information such as floor or suite number
    12. City: Billing address city
    13. State/Province: Billing address state
    14. Postal Code: Billing address postal code
    15. Phone Number: Bank account phone number associated with account
    16. Email Address: Bank account email address associated with account
    17. Click "Next": Click "Next" button
    18. Authorize Payment Method & Submit: Click to select "I authorize the use of this payment method to settle transactions in this portal" option, and click Submit".

Manage Existing Payment Methods

Click three dots to right of "Manage" (below "New Payment Method" button) to to edit or delete existing payment methods.
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