How to use Account Balance as your Payment Method?

With the account balance feature, you can conveniently add funds to your accounts and utilize them as a payment method for future purchases.

Accessing your Account Balance

  1. Log in to your client portal using your unique login credentials.
  2. Locate the account balance. The account balance is displayed prominently next to the search button at the top of the page.

Depositing Funds into your Account

  1. Click on the account balance displayed at the top of the page.
  2. You will be redirected to a dedicated page for managing your account funds.
  3. Look for the "Add Funds" button on the account balance page and click on it.
  4. You will be taken to a secure payment processor page to complete the deposit process.
  5. Follow the prompts provided by the payment processor to select the desired deposit amount, choose a payment method, and provide the necessary payment details.
  6. Complete the deposit transaction as instructed by the payment processor.

Using Account Balance for Payments

  1. Order forms: When placing an order through the order form, select "Account Balance" as your payment method. The total amount of the order will be deducted from your account balance.
  2. Invoices: When paying an invoice, choose the "Account Balance" option to cover the invoice amount using your account balance.
  3. Service purchases: Within the services list in your client panel, select the desired service and choose "Account Balance" as the payment method.

Account Balance Usage Scenarios

  1. Sufficient balance: If your account balance exceeds the total amount of the transaction, you can use your account balance as the sole payment method. The entire transaction will be covered by your available balance.
  2. Insufficient balance: If your account balance is not sufficient to cover the full amount, you can select a secondary payment method to pay for the remaining balance. This ensures a smooth payment process.