Only Users designated as Site Admins can view the Billing Invoices. This Permission can be removed from the Site Admin as well.
Access Your Invoices
- Go to the Admin Dashboard.
- Select Invoices.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsnf57479d76d654fc1c3cfb184971fee52f510c7e69f67386437251a390ac7f595334a4f8ca2602f7ae2785a568f7249b9?inline=true)
- Select View to see a specific Invoice.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn6f4587a9cef1b7ae042a8d85e576a3d3845ddacd6406677f238134533fdec24165ff071b30ff4c53e30eafd6879b6c40?inline=true)
- The PDF of the Invoice can be downloaded or printed.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsnb9bb9d7d66b419a2a8e4ea03d364c40e65a720c07dda72d384e3f247166497c3963f8d12c455614b5b5eb8370ecda4f1?inline=true)
Set Up ACH Payment
You can Add and Update your own ACH information when making an Invoice Payment.
- This simplifies the collection of Payment Information, saving you time.
- It improves security by removing the need for the client to share their account information.
Add an ACH Payment Method
- From Admin on the left menu, select Invoices in the Billing panel.
- Select the Manage ACH button.
![](https://dxjhdfl8ofa1d.cloudfront.net/Client+Invoices/Add+ACH+for+client+invoices1-2.png)
- Select the Add button.
- Complete the Fields.
- Select Save [F2].
![](https://dxjhdfl8ofa1d.cloudfront.net/Client+Invoices/Add+ACH+for+client+invoices3-5.png)
Edit an ACH Payment Method
When the information is stored, the banking information fields are locked and cannot be edited.
- Only the last 4 digits of your bank account are visible.
- The Account Nickname, Account Type, and the Effective Date can be edited.
- Select the Edit icon to make changes to these fields.
![](https://dxjhdfl8ofa1d.cloudfront.net/Client+Invoices/Edit+ACH+for+client+invoices.png)
If you need to change the banking information, add a new ACH account with a new Effective Date.