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Add Payment Source to a Direct Bill Company

📆 Revision Date:

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

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