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Billing

Overview

ThisThe GuideBilling walkssection youof throughthe addingCustomer Credit/DebitAccount cardis where all information regarding customer billing can be seen. This includes a balance overview, a section for Autopay, any recent trasactions that have been made on the account and any subscriptions that the customer is a part of for recurring services

Prerequisites

  • Customer must exist and have access to customer account
  • Have all credit/debit card and customer billing information

Step-by-Step

  1. Start on the customer overview page

  2. Click on the Billing Tab next to the Overview Tab under Customer header

  3. Once on The Billing Page, click on the add button to pull up Credit/Debit form

  4. Fillout all Credit/Debit and billing information then click submit to add Card to system

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