This section allows you create generic invoices as well as add, modify and remove clients cards.


Figure 1.
Billing Information

Creating a Generic Invoice


Figure 2.
Creating a Generic Invoice button


Figure 3.
Invoice Details


Figure 4.
Adding Leads to Invoice

  1. Click “Create Generic Invoice”
  2. Enter in any missing client information.
  3. Click “Add” to begin adding invoice items to this invoice.
  4. Set your filters and click “Search”
  5. Click “OK” once you are complete.
  6. Click “OK” once you are done with your invoice.

Adding a new Credit Card to your clients account


Figure 5.
Adding a new Credit Card


Figure 6.
Credit Card Details

  1. Click “New Card”
  2. Fill out the fields on the Credit Card Details window
  3. Check if this is going to be the clients primary card.
  4. Click “OK”

Modifying a Credit Card to your clients account


Figure 7.
Selecting a credit card


Figure 8.
"Modify Card" button


Figure 9.
Editing credit card details

  1. Select the card you wish to modify.
  2. Click “Modify Card”
  3. Update the fields on the Credit Card Details window
  4. Check if this is going to be the clients primary card.
  5. Click “OK”

Removing a Credit Card from your clients account


Figure 10.
Selecting a credit card


Figure 11.
"Remove Card" button

Figure 12. Confirmation

  1. Select the card you wish to remove.
  2. Click “Remove Card”
  3. Verify that you want to remove this card by clicking “Yes”

Setting a card as the primary credit card


Figure 13.
Selecting a credit card


Figure 14.
"Set Card as Primary" button


Figure 15.
Notification

  1. Select the card you wish to modify.
  2. Click “Modify Card”
  3. Update the fields on the Credit Card Details window
  4. Check if this is going to be the clients primary card.
  5. Click “OK”
Did this answer your question?