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.
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- Select View to see a specific Invoice.
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- The PDF of the Invoice can be downloaded or printed.
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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.
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- Select the Add button.
- Complete the Fields.
- Select Save [F2].
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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.
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If you need to change the banking information, add a new ACH account with a new Effective Date.