Billing - Add a New Payment Method
Once you are logged into your client portal, if you have permissions to the billing options for your company, you will see a link labeled "Manage Payment Methods" at the bottom, left hand side of the interface.
Once you click the link, a new screen will appear.
To add a new payment method, click on 
and a form will be provided.
Fill out all required fields and click on 
to save it to your company's profile.
Fast.
Proprietary data structures and functionality developed efficiently allows for traversing your data quickly and efficiently.
Intuitive.
User adoption is the most crucial aspect with implementing a new CRM in any business. Friendly and easy to use interfaces make this a breeze
Secure.
Protecting your business data, clients’ personal information and securing your companies processes are paramount with surpassed industry standards