Once you have an account set up, your account will be charged on the 10th of each month for the previous month's activity (ie. Feb 10th you will be charged for January activity).
Invoices containing monthly activity are available to Administrators on their dashboard. We utilize a third-party service provider and do not store any of the billing information on our servers.
Note: only admins have access to the following screens and add payment information.
First, click on your name in the upper right corner and navigate to "Billing"
Next, select which payment method you would like to use, either ACH or Credit Card.
If you chose ACH, you will add the account name, routing number, and account number and if the account is a personal or company account.
Once you save that ACH account, over the next 24 hours you will see 2 micro-deposits in your bank account. In order to complete the ACH billing setup, you will need to come back to CertifID and verify the micro-amounts.
Conversely, if you chose to add a credit card, you will add the credit card details, save the card and you are all set!
If you still have additional questions about adding payment information please contact our Support Team at firstname.lastname@example.org.