This article explains how to access credit card information, add a new credit card to your account, edit credit card information, select a primary credit card for billing purposes, remove a credit card from your account, and assign users permission to use a credit card for purchases.
Accessing Credit Card Information
Step 1
On the “My Dashboard” page, click the cog icon in the top right-hand corner of the screen.
Step 2
A drop-down menu will appear; select “Administration” from this menu.
Step 3
The “Admin & Settings” page will appear; select “Plans & Billing” from the menu along the left side of the window. Please note: only users with administrative privileges will be able to access the "Plans & Billing" section.
Step 4
On the “Plans & Billing” page, you can see the credit cards already saved within the system.
Adding a New Credit Card
Step 1
On the “Plans & Billing” page, click on the “Add Credit Card” button on the right side of the window.
Step 2
In the “Add Card” pop-up window that appears, input the name, card number, expiration date, and security code information from the credit card you wish to add. Once you have entered the correct information, click the “Save” button.
Selecting a Credit Card as a Primary Payment Source for Billing Purposes
What is a “primary” payment source?
The system requires you to select a “primary” payment source which will be used for monthly billing. The primary payment source can be a bank account or a credit card. If you only have one payment source in the system, it will be the primary account on file by default, and the “primary” checkbox cannot be unchecked for that payment source. If you have multiple credit cards and/or bank accounts saved, you can choose one to designate as the primary payment source for monthly billing.
Step 1
To navigate to the “primary” payment source selection window, click on the blue “Edit” button next to the appropriate credit card on the “Plans & Billing” page.
Step 2
A pop-up window will appear that allows you to click or unclick the “primary” checkbox for that payment source.
Step 3
Click the blue “Save” button to make this your primary payment source. Clicking the “Cancel” button ensures that none of your current changes will be saved.
Editing a Credit Card
Step 1
To edit the name and expiration date of a credit card, click on the blue “Edit” button next to the appropriate credit card on the “Plans & Billing” page. To edit a credit card account number or the security code, click here to skip to Step 3 of this section.
Step 2
A pop-up window will appear that allows you to edit the name on the credit card and the expiration date.
Step 3
If you need to edit the credit card account number or the security code, you must remove the outdated credit card from the system and add a new credit card with the updated information. See the sections on “Removing a Credit Card” and “Adding a New Credit Card” for guidance.
Removing a Credit Card
Step 1
Begin by clicking the blue “Edit Card” button on the “Admin & Settings” page.
Step 2
In the pop-up window that appears, delete the credit card from the system by clicking the red “Remove” button in the lower left-hand corner. This action, once performed, cannot be undone.
Step 3
If you need to add a card with a new account number or security code, simply follow the steps to “Adding a New Credit Card" and input the updated account information.
Assigning User Permissions for Credit Cards
Why are user permissions important?
Users who are authorized to purchase Pre-Employment Screening Programs (PSPs) or Verifications of Employment (VOEs) with a payment source must be assigned to that specific credit card or bank account to make those purchases. If a user is only associated with a secondary payment source, their purchases will not be line items on your organization’s monthly invoice. Instead, their purchases are charged to the secondary payment source immediately. It is important, therefore, to consider carefully who is assigned to the primary payment source and who is assigned to a secondary payment source.
Step 1
On the “Admin & Settings” screen, click on the blue “Assign Users” button next to the appropriate credit card.
Step 2
A pop-up window will appear with users assigned to that card already listed in a window. You can click the “x” next to each name to unassign that person.
Step 3
To see a list of all possible users, click the gray down arrow on the right side of the pop-up window.
Step 4
After clicking the arrow, a drop-down menu of names will appear. Names highlighted in blue with a checkmark to the right are assigned to that card and able to use it to make purchases. Unhighlighted names are not assigned to the card and cannot use it to make purchases. To unhighlight or highlight a name, simply click on it.
Step 5
When your selections are complete, remember to save your changes by clicking on the “Save” button. Clicking on the “Cancel” button will not save any changes you made to assigned users.
