Billing

this section lets clients manage how they pay their invoices, especially updating their credit or debit card for bank transfers (ach), they'll need to contact our payroll team directly to set it up this section lets clients manage how they pay their invoices, especially updating their credit or debit card for bank transfers (ach), they'll need to contact our payroll team directly to set it up standard operational procedure click on billing from the home section or the left side bar menu select the + add new card button on the top right corner complete the form with all the required fields ☑️ confirm that the entered information is correct click on save feature breakdown used to update a card on file for payroll invoice payments all clients have access to add a card on file despite their main pay type set in {{januscrm}} or {{pro software}} all submissions will be stored in {{januscrm}} in the client's lead card > accounting tab visa and mastercard card number must be 16 digits and cvv 3 digits amex card number must be 15 digits and cvv 4 digits support to set one card as default at all times all payments are directly handled by {{januscrm}} clients must have at least one default card at all times support to enter a different billing address by activating the toggle and enter a new address support to delete unnecesary cards from the list expired cards won't be highlighted or removed automatically