Overview

You can create a Billing Folder manually without using your organization’s saved customer billing information. This allows you to assign different billing contacts, addresses, or payment methods.

Create the Billing Folder

Go to Admin > PDI Billing Center > Setup Billing Information.
Click Add Billing Folder.
Enter a name in Billing Organization Name.
(Optional) Enter a name in Care Of (Main Contact).
Enter an email address in Email.
Enter a phone number in Phone Number.
(Optional) Enter the billing address:
- Street Address
- Suite
- City
- State
- Zip Code
Add a payment method (optional).
Click Save.

Note: If you plan to associate a credit or debit card, the Care Of (Main Contact) field will be used as the name on the card.

Add a Credit or Debit Card (Optional)

Enter the Name on Card.
Enter the Card Number.
Enter the Exp Month.
Enter the Exp Year.
Enter the CVC.
Click Save.

The card will be linked to the Billing Folder.

Add an ACH / Bank Account (Optional)

Select the Bank Account Type from the drop-down.
Enter the Account Holder Name.
Enter the Routing Number.
Enter the Account Number.
Click Save.

Two small deposits will be sent to the bank account.

Verify a Bank Account

Check your bank account for two small deposits.
Return to Setup Billing Information.
Click Verify next to the Billing Folder.
Enter the two deposit amounts.
Click Save.

After verification, the bank account can be used for purchases.

Common Issues and Solutions

Problem: My bank account cannot be used.
Solution: Complete the verification process by entering the two deposit amounts.

Problem: My credit card is declined.
Solution: Confirm the card number, expiration date, CVC, and billing address are correct.

Problem: Invoices are going to the wrong email.
Solution: Update the Email field in the Billing Folder and save changes.

Create a Billing Folder Without Using Customer Billing Information