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

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.

   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".