Contents
We are exited to offer our valued clients our useful Client Portal where you can:
- Add and manage payment methods.
- Pay invoices & view payment history.
- View open, paid, and past due invoices.
- View support tickets and service detail.
- View project and proposal status.
Dashboard & Functions
On our client portal dashboard, you have the following options:
Open Invoices: View invoice detail and pay open invoices.
Invoices: View all paid and unpaid invoices including invoice detail.
Payments: View all transactions and associated invoices paid per transaction.
AutoPay: Managed by DHS billing department. Open invoices are automatically charged during weekly billing cycle.
Service>Tickets: View all open/closed Support Tickets and ticket details.
Service>Projects: View open project names and statuses.
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.
Adding a New Payment Method
- Click "New Payment Method": Click "New Payment Method" button.
- Select Desired Payment Method: Select "Credit Card" or "Bank Account" (ACH) method option as desired and click "Next" button on lower right hand corner.
Create Credit Card Payment Method: For Credit Card payment method, enter information as follows.
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.
- Friendly Name: "Credit Card" (without quotes)
- First Name: Card holder first name
- Last Name: Card holder last name
- Credit Card Number: Enter your credit card number
- Month Expiration: 2-digit card month expiration
- Year Expiration: 4-digit card year expiration
- Click "Next": Click "Next" button
- Address: Card holder billing address
- Address Line 2: Secondary address information such as floor or suite number
- City: Billing address city
- State/Province: Billing address state
- Postal Code: Billing address postal code
- Phone Number: Card holder phone number associated with account
- Email Address: Card holder email address associated with account
- Click "Next": Click "Next" button
- 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".
- Create Bank Account Payment Method: For Bank Account payment method, enter information as follows.
- Friendly Name: "Bank Account" (without quotes)
- Account Name: Account holder first and last name
- Routing Number: Bank routing number (can be obtained from a check as shown below)
- Confirm Routing Number: Confirm same number
- Account Number: Bank account number (can be obtained from a check as shown below)
- Confirm Account Number: Confirm same number
- Account Type: Checking
- Account Holder Type: Business
- Click "Next": Click "Next" button
- Address: Bank account holder billing address
- Address Line 2: Secondary address information such as floor or suite number
- City: Billing address city
- State/Province: Billing address state
- Postal Code: Billing address postal code
- Phone Number: Bank account phone number associated with account
- Email Address: Bank account email address associated with account
- Click "Next": Click "Next" button
- 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".
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