Adding Billing Information

To add your billing information to your client account, please follow these steps:

  1. Login to your client account
  2. Go to Billing > My Billing Info (from list of tabs on the left)
  3. In the field “Keep Credit Card on File” click Yes
  4. Select your payment method and fill out the rest of the information
  5. Below that, enter your billing address
  6. Click Save at the bottom of the page 

Your card on file will be charged automatically on the Due Date of invoices! Please see Paying Invoices to learn more. 

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Leaving a Tip

You are able to add tips easily, before or after visits have been completed, and before or after invoices have been paid. You can leave