Billing Module

users manage and update their credit or debit card for bank transfers (ach), they'll need to contact our payroll team directly to set it up manage and update their credit or debit card for bank transfers (ach), they'll need to contact our payroll team directly to set it up adding a new card on the home screen, click/tap billing select add new card button on the top right corner or tap on credit/debit card on the mobile application complete the form with all the required fields ☑️ confirm that the entered information is correct click/tap on save/add card ◈ mobile application ◈ client portal delete a card on the home screen, click/tap billing use the trash can action icon to delete a card as cards are deleted, user must read the notifications to proceed as intended tap/click yes proceed to remove the selected card the card is removed from peoplematic this action also deletes the card from the client's accounting tab in {{januscrm}} ◈ client portal ◈ mobile application if an user continues to see the card listed, it is advisable to delete the card directly from {{januscrm}} and then instruct the user to refresh the page/screen 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