This section allows you create generic invoices as well as add, modify and remove client cards.
First, select a client, then go to Billing Information.
Creating a Generic Invoice
Invoice Details
Adding Leads to Invoice
Steps:
Click Create Generic Invoice
Enter in any missing client information.
Click Add to begin adding invoice items to this invoice.
Set your filters and click Search
Click OK once you are complete.
Click OK once you are done with your invoice.
Adding a new Credit Card to your clients account
Steps:
Click New Card
Fill out the fields on the Credit Card Details window
Check if this is going to be the clients primary card.
Click OK
Modifying a Credit Card to your clients account
Click Modify Card button:
Edit credit card details:
Steps:
Select the card you wish to modify.
Click Modify Card
Update the fields on the Credit Card Details window
Check if this is going to be the clients primary card.
Click OK
Removing a credit card from your clients account
Select a credit card:
Click Yes:
Steps:
Select the card you wish to remove.
Click Remove Card
Verify that you want to remove this card by clicking Yes
Setting a card as the primary credit card
Select a credit card:
Click Set Card as Primary button:
Click OK
Steps:
Select the card you wish to modify.
Click Modify Card
Update the fields on the Credit Card Details window
Check if this is going to be the clients primary card.
Click OK