Getting Started

Log In/ Sign Up

By tapping on the dropdown next to "Billing", you can view:

To start paying online, click "Banking" and "Continue" below to connect a bank account

To start paying online, click "Banking" and "Continue" below to connect a bank account

In this screen you must :

Attach a screenshot of a canceled check or a letter from the bank verifying your account ownership
Provide a digital signature
Agree to the terms of service

Once you have submitted the necessary information you will receive a confirmation email

You will not be eligible to make payments until you have received a second email that your payment has been approved by us
It will take approximately 48 hours (about 2 business days) to be approved
You will also receive an email if your banking information is declined, in which case you will not be able to make payments and will have to enter a new banking information if you wish to pay

Upon submitting your banking information

After we verify your banking information

Once you submit your banking information, it will show as Pending (loading symbol) before it is approved or declined

Approved bank accounts show the green checkmark

Declined bank accounts show the red X and will show the reason the payment method was declined (hover over X)

Once you are approved, your payment method will show with a green check next to it:

You can toggle the button to make it your default payment method
If you are no longer associated with a specific bank account, you can also remove methods of payment from this screen by selecting the "Delete" button.

Only Managers and Admins will have full access to the account details

To view your user account role, visit the Users tab
You will not be able to access the Users tabs if you are logged in as a Buyer or Payer
If you are unsure of your role, please contact customer service.
As an Admin, you may add users by clicking the "+" on the top of the section
You will then be able to add new users who should have access to the account
Please be sure to enter the correct role for the new user
To switch a user role, simply click into the role, make the change and click save

Click the Profile icon
Click on Users
Click the Add "+" button icon
Enter the additional user’s name, email, phone number, and role.
The relevant roles are:
Admin: Can add/remove users, manage bank accounts, make purchases, and pay invoices
Manager: Can add bank accounts, make purchases & pay Invoices
Buyer: Can make purchases
Payer: Can make purchases and pay invoices
Please pick the relevant one for the user you are adding.
That email address will receive a confirmation to set up their account and password. The confirmation link expires after 24 hours. You will need to do this before you can sign in.
Once the account is set up and logged in, the new user may edit or change their name by clicking the Profile icon and then My Details Otherwise, the email address will be used as the default name.
Excellent! The new user can now log in and perform tasks associated with their role.

Please note that only Admins are able to add and edit users

Please note that only Admins are able to delete users

The Invoices tab shows the list of invoices and available credits

Key Columns:

Sorting:

Automatically set to sort from oldest to newest Due Date
Click on a column header to sort by the items by that column
You can choose to view more invoices per page by changing the "Results per page"