Overview
You can create a Billing Folder using your organization’s existing customer billing information. This allows you to quickly set up a folder for purchases and optionally add a payment method.
Create the Billing Folder
Go to Admin > PDI Billing Center > Setup Billing Information.
Click Add Billing Folder.
Select Same as Customer Information.
Review the pre-populated fields.
Make any necessary changes.
Add a payment method (optional).
Click Save.
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 security code.
Click Save.
The card will be linked to the Billing Folder and available for purchases.
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.
Once verified, the bank account can be used for purchases.
Common Issues and Solutions
Problem: My bank account cannot be used yet.
Solution: Complete the verification process by entering the two deposit amounts.
Problem: My card was not saved.
Solution: Confirm all required card fields are entered correctly before clicking Save.
Problem: The billing information is incorrect.
Solution: Uncheck Same as Customer Information and update the fields before saving.