The article below will show you how to add a Payment Account. This article is made for Legal Professionals using a Firm Account.
At the Dashboard, click on the 3 horizontal lines at the top left side of the screen. Click Firm Payment Accounts (can also be Agency Payment Accounts).
Note: Only Firm Admins can add new payment accounts.
Right side of the screen, click the +ADD ACCOUNT.
Enter a payment account name, click on the circle for Credit Card or Waiver, and then click on Enter Information.
Input all information with an *asterisk. NOTE: When entering a credit or debit card enter the number together - do not use spaces or dashes as this will cause an error. If adding an eCheck enter the name of a signer on the account rather than the business name.
Click on continue when all information has been entered.
Click on Save Information to confirm the payment account.
If an error happens when adding a payment account, click here to learn more.