Add Payment Source to a Direct Bill Company

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Select More from the Dashboard sidebar menu.

Dashboard - Sidebar Menu More Link
Dashboard - Sidebar Menu More Link


Select the Local Companies link from the expanded sidebar menu.

Dashboard Expanded Sidebar Menu
Dashboard Expanded Sidebar Menu


Select the applicable company on the Manage Companies panel.

Manage Companies Panel
Manage Companies Panel


The Update Company page loads. Select the Payment Source tab.

On the Payment Source tab, select Create Payment Source.

Update Company Page - Payment Source Tab
Update Company Page - Payment Source Tab


A popup activates for entry of payment method details.

Complete all fields, then select Confirm.

The popup closes and the payment source is added on the Update Company page.

Enter Payment Method Details Popup
Enter Payment Method Details Popup