Adding Credit Card and/or Bank Account (EFT) to Pay Invoices via Money Transfers - - Agent

There are two different ways Agents can add their bank account and/or credit card information into SkySlope Books.  Agents can log into SkySlope Books and add their information, or they can add it to an open invoice and the payment information will be added to SkySlope Books automatically.

Please note: A fee may apply when paying invoices electronically.  The amount will be disclosed on the invoice prior to paying.


Option 1: Log in and add to SkySlope Books

Before you can add your Credit Card or Bank Account information, you must log into SkySlope Books.

  • Already have a SkySlope Books login? Skip to Step 4!
  • New to SkySlope? Start at Step 1!

1. Before you can add your Credit Card or Bank Account information, you must ensure you've received an invite to log into SkySlope Books.  If you don't have an invite, reach out to your Broker/Admin.

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2. Open your email invitation and click Create Account to get started.

3. In the new window that opens, create a password to complete the new user registration. Then click Submit.

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4. Once logged into SkySlope Books, do not change the company dropdown to My Business.  Your brokerage will be shown by default, the brokerage must be listed in the dropdown prior to following the next steps.


5. Click on the profile icon in the upper right corner. Then select Login/Profile.

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6. A settings modal will open on the right side of your screen. Click on Company Profile to open your company settings. Then under Financial Information, click Manage Accounts.

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7. In the new window that opens, you have the option to add both your bank account and your credit card.  

Adding Credit Card:

  • Click Add Credit Card and enter any necessary personal details, then click Next.


8. Add your credit number, expiration, and cvc number.  Then click Submit.

9. Your Credit Card will now show under Stored Cards.


Adding Bank Account:

  • Click Add Bank Account and enter any necessary personal details and your bank account number and routing number. Then click Submit.
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8. Once you've provided the necessary details, the account will show under Direct Deposit.


Option 2: Adding to SkySlope Books via an Open Invoice

1. After receiving an open invoice via email from your brokerage, click on Review & Pay.

2. Click Pay Invoice in the bottom right-hand portion of the invoice.


3.  Select Financial Transfer for Bank Account (EFT) or Credit Card, depending on your preferred payment method.

4. Financial Transfer:  Add the Account Holder Name, Account Number, Routing Number, and account type.   Click Pay.  Your bank account information has not been added to SkySlope Books for future payments.



5. Credit Card: Add the Name on Card, Card number, Expiration Date and CVC.  Click Pay.  Your credit card information has now been added to SkySlope Books for future payments.











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