Billing - Manage Payment Methods
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 edit an existing payment method (update address, expirations, etc.) click the button located in line with the chosen method of payment. To mark a different payment as the primary method you would like Cool Life to charge, click the radio button for that method of payment.
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