Billing Information

Jump to Section:

Introduction

Customer Information

Billing Folders

 

Introduction

The Billing Information page allows you to add and mange the Billing Folders associated with your Organization Account. Billing Folders give you a place to direct the purchases you make in the program. Your Billing Folder will hold the record of the output that was generated, along with the debit/credit card that is used to make the purchase. Billing folders can be created without being associated with a debit/credit card as well, however, that folder cannot be used to pay invoices until it has been associated with a debit/credit card.

  • The Billing Information page can be accessed by hovering over the Admin section in the Navigation Menu, moving down to Billing Center and clicking the Billing Information button.

 

Customer Information

The Customer Information section is located in the upper section of the Billing Information page. The Customer Information section allows you to input the basic billing information for the Organization Account. The information entered in this portion can be used to quickly generate your Billing Folders. The information entered in this section is also be used as the main billing contact information for the account.

 

Billing Folders

Creating a Billing Folder Using Customer Billing Information

  1. Click the Add Billing Folder button.
  2. Activate the Same as Customer Information checkbox.
  3. If needed, make changes to any prepopulated fields.
  4. (Optional) Follow the instructions below if you plan on adding a Credit/Debit card to the Billing Folder.
    1. Use the Name on Card textbox to enter in the name on the Credit/Debit card.
    2. Use the Card Number textbox to enter in the Credit/Debit card number.
    3. Use the Exp Month textbox to enter in the expiration month
    4. Use the Exp Year textbox to enter in the expiration year.
    5. Use the CVC textbox to enter in the security code on the card.
  5. Click the Save button.

 

Creating a Billing Folder Without Using Customer Billing Information

  1. Click the Add Billing Folder button.
  2. Use the Billing Organization Name textbox to set the name of the Billing Folder.
  3. (Optional) Use the Care Of (Main Contact) textbox set the name of the individual in charge of the Billing Folder. Note: If you planning on associating a Credit/Debit card with this folder this field will be used as the name on the card.
  4. Use the Email field to enter in the email address that should receive the invoices.
  5. Use the Phone Number textbox to enter in the phone number that we will use to contact for any billing issues.
  6. (Optional) Use the Street Address textbox to enter in the billing address for the Credit/Debit card.
  7. (Optional) Use the Suite textbox to enter in the suite number for the billing address for the Credit/Debit card.
  8. (Optional) Use the City textbox to enter in the city for the billing address for the Credit/Debit card.
  9. (Optional) Use the State textbox to enter in the state for the billing address for the Credit/Debit card.
  10. (Optional) Use the Zip Code textbox to enter in the zip code for the billing address for the Credit/Debit card.
  11. (Optional) Follow the instructions below if you plan on adding a Credit/Debit card to the Billing Folder.
    1. Use the Name on Card textbox to enter in the name on the Credit/Debit card.
    2. Use the Card Number textbox to enter in the Credit/Debit card number.
    3. Use the Exp Month textbox to enter in the expiration month
    4. Use the Exp Year textbox to enter in the expiration year.
    5. Use the CVC textbox to enter in the security code on the card.
  12. Click the Save button.

 

Editing an Existing Billing Folder

  1. Click on the View Details button for the Billing Folder you would like to edit.
  2. Make your changes to the various fields.
  3. Click the Save button.

 

Deleting a Billing Folder

  1. Click on the View Details button for the Billing Folder you would like to delete.
  2. Click the Delete button.