Adding Payment Methods for Agents

Note: Once added, SkySlope Books will begin processing any outstanding transactions.

Please ensure all invoices connected to this Contact are up to date before completing this process.

1. Log into your My Business account.

2. To input a Payment Method for how you would like to pay your Company, edit the Company Contact and navigate to the Payment Methods tab.

3. Under Payment Methods, you will see a section for stored credit cards. Click Add Credit Card to begin the process.

4. This will open the Add Credit Card window where you can enter and save your credit card information.

5. On successfully adding the credit card details, you should see it under Pay Money (to Contact). 

Note: Since you entered the card details yourself, you can remove this card at any time.

6. Update the Contact to save the card details.

Note: Once added, SkySlope Books will begin processing any outstanding transactions. Please ensure all invoices connected to this Contact are up to date before completing this process.

7. If the "Contact Can Initialize Payment" option is not checked, the broker will not be able to charge you. They will see the card on their end, but it will not be available to process payment.

Be sure to check this box if you want to allow your Company to use this Payment Method to charge you.

Updated November 06, 2024 17:29