Setting Up Billing and Payment Gateways
- Setting Up Billing and Payment Gateways
- Adding Staff Members, Staff Groups and Quote Campaigns
- Adding or Editing Email Templates, Drip Email Campaigns, and an Unsubscribe List
- Adding or Editing Quote and Job Order Statuses
- Uploading Your Site Pages/Content
- Adjusting Your Load Board Settings/Profile
- Additional Setup Steps
Step 8a → Entering in Your Billing Information
Click the Settings Tab > Billing = Billing Info Tab. Add your billing information, including your account credit card, here.
Step 8b → Setting Up Your Payment Gateway
Click the Settings Tab > Billing = Payment Gateway Tab. Select a Payment Gateway type (the merchant services you would like to use) and fill in the appropriate information there.