Payer's Settings


A Payer can access their settings the following settigs:
  • View Details
  • Saved Credit Cards
  • Saved Bank Accounts



My Details


The my details screen allows users to view:
  • General details about the company
  • Companies: View the company the account is associated with
  • View & Enter your bank details
  • View & Enter your Credit Card details
  • View, Select and Detail Auto Payment Terms



Saved Credit Card


Saved Credit Card will display the credit cards you have on file.


Saved Bank Account


Saved Bank Account will display your saved Bank Account


Auto-Pay


Auto-Pay displays Auto-Pay you have assigned yourself.



Additional Information


A Payers Overview
Payers Dashboard

How to


Add a Credit Card