Anytime an agent wants to see what they owe & pay their bill, that functionality is available for agents in darwin Cloud 24/7. Agents can also add (or update) their own credit card information to darwin Cloud. When an Agent pays their bill, all of the accounting entries associated with recording a payment are completed for user ... automatically.
Steps to add/update payment method
- Click Tools menu
- Click Credit Card / ACH sub menu
- Click add/update payment method button
- Choose account type: Checking or Savings
- Enter holder name
- Choose pay by credit card, or pay by ACH
- Enter account number
- Enter routing number
- Click add
Pay Now
- If users already entered their bank and credit card info then it'll show on this screen
- Click the small green buttons with the arrows, if users want to change, or update either their credit card or Bank info
- Click pay now button to show balance due information
- Choose pay by credit card, or pay by ACH
- Click Pay $ X,XXX.XX button, to pay the bill
If users only want to partial pay, then, on the left, they can change any of the amounts in the $ Pay Now column. Then pay the adjusted amount.
- Change the number to the amount that will be partially paid.
- Click Pay $ X,XXX.XX button, to pay the bill
When the agent pays, the merchant services company puts the money in the agent's bank account, and the accounting for their payment is automatically entered into darwin Cloud.