Billing

Table of Contents

 

# My Quotes

Accessing your quotes is easily done via the Menu Navigation Bar by clicking the topic "Billing":

 

Click on the "My Quotes" Tab and it will take you to the quotes page:

From here you can access/view all of your current quotes!

 

# My Invoices

Invoices are easily located using one of 2 methods:

1) Using the unpaid Invoices widget on the homepage of the Client Area:

2) Using the Menu Navigation Bar at the top of your screen. Navigate to the "Billing" tab and click the drop-down, then click on "My Invoices" from the list.

Both of these methods will bring you to this page:

From here you can see and pay for all of your invoices!

 

 

 

# Mass Payments

Making mass payments for multiple invoices can be done using the Menu Navigation Bar located at the top of the page. Navigate over to the "Billing" tab and click for the drop-down, then click on the "Mass Payment" tab on the list.

 

 

 

 

 

 

 

 

 

 

#Updating Payment Methods

Updating payment methods can be done using the Menu Navigation Bar at the top of the page. Navigate over to the "Billing" tab and click for the drop-down, then click on "Payment Methods".

You will be directed to this page:

Click on the button labelled "Add New Credit Card":

Fill out the information and save changes. You may choose to delete your old payment method from the main payment methods page.

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