Billing Overview
The billing section is where your credit card information can be updated, statements are located, payments can be made and billing settings can be changed.
Let's start with adding a new credit card to your account.
Add a Credit Card to Your Account
Prior to processing account transactions, you must first add and verify a new credit card to your account. This ensures a secure method of payment and is designed to prevent fraudulent activities. The following instructions walk you through how to add and verify a new credit card to your account:
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Hover over the Billing umbrella on your Dashboard. Select Credit cards from the submenu that appears.
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Select/click on the Add Credit Card icon located on the upper right hand corner of the Credit Cards section.
- Once you select the Add Credit Card icon, you are redirected to the New Credit Card Form where you will enter as well as select key information regarding your payment method.
New Credit Card Form Components
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Activation Status: The activation status determines whether or not the credit card can be used to make payments. If the status of the credit card is active, then the switch (or toggle button) is green. If you would like the status to be inactive, then turn the switch (or toggle button) to grey. New credit cards are defaulted to active.
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Priority: If you have or are planning to have more than one credit associated with an account, you have the option of ranking the priority of each credit card as either low, medium or high. The priority status of a credit card is defaulted to High.
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First Name and Last Name: Input the first name and the last name associated with as well as printed on the credit card (e.g. 'First Name' is 'John' and 'Last Name' is 'Doe'). If this is a business credit card, enter the business name in the 'First Name' field
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Address and Address 2: In the Address field, list the street address where the credit card statements are mailed or the street address that is associated with the credit card. The Address 2 field is optional. Input unit or suite numbers (if any) in the Address 2 field (e.g. Address is '1234 Main Street').
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Country drop down: Select the country abbreviation that is associated with the credit card that is being placed on file (e.g. the country abbreviation for United States is 'US'). The drop down menu also has an embedded search bar which you can use to narrow or filter your results.
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City, State/province, and Postal code: Input the City (e.g. Denver), the State/province and Postal code (e.g. '80011') of the billing address that is associated with the credit card. Make sure to use the State/province abbreviation (e.g. 'Colorado' is CO).
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Email, Dayphone and Evening phone fields: List contact information that you would like to be associated with any inquiries regarding the credit card. The Evening phone field is optional. Verify that you input the correct email address (e.g. 'john.doe@gmail.com') since inputting the incorrect/inaccurate email address does not result in any errors.
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Card Type: Card type is the type or brand of credit card being entered. Currently accepted/supported methods of credit card payment are Visa, Mastercard, American Express and Discover.
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Card Number: Enter the fifteen or sixteen digit credit card number as displayed on the card. Depending on your method of payment, the card number will be displayed either on the back or the front of the credit card.
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Expiration month and Expiration year drop down: Select the expiration month displayed on the credit card (e.g. January) and the expiration year (e.g. 2020).
Instructions for Verifying Your Credit Card
After submitting the new credit card form, the system automatically makes an authorization charge between $1.00 to $2.00 on your credit card.
Log in or check your bank statement for the verification amount. The record of the authorization charge will be displayed as 'Telecommunication Service.' Since this is an authorization only charge, the verification charge may be displayed in the 'Holds' or 'Pending' section of your online banking account. You will then enter this amount on the credit card verification page.
There are two primary methods you can perform to access the verify your credit card page:
- Verify credit card via home page: Go to the home page. This can be accessed by either selecting the dashboard home icon (
) or selecting the balance displayed in the amount icon/button located at the top right hand corner.
- Verify credit card via the Credit cards page: Access the Credit cards page by hovering over the Billing umbrella (located on the vertical menu navigation bar) and select Credit cards from the submenu options. Locate the credit card by searching for the Name; name format is the type of credit card (e.g. Mastercard) and the last four of the credit card. Select the edit icon.
In addition to verifying your credit card, the verify credit card page allows you to make a few modifications:
- Active toggle button: You are able to change the credit card status from active to inactive
- Priority drop down menu: While your credit card is defaulted to High priority, you do have the option to edit the priority status of the new credit card to either 'Medium or 'Low.'
The Verify Card section requests you to enter the authorization amount displayed in your online banking account as a 'Telecommunication Service' charge (see above section titled 'Instructions for Verifying Credit Card' for more information). After you enter the authorization amount, select the check mark icon. To confirm that your credit card has been saved successfully, go to the Credit Cards page once more. Your newly added credit card will be displayed in the credit card table.
