Add Payment Source to a Direct Bill Company
📆 Revision Date:
Select More from the Dashboard sidebar menu. | ![]() Dashboard - Sidebar Menu More Link |
Select the Local Companies link from the expanded sidebar menu. | ![]() Dashboard Expanded Sidebar Menu |
Select the applicable company on the 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 |
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 |