Billing Page (Legacy)

The Billing Page allows you, as an admin, to make redemption account deposits with a credit card or ACH payment. By managing this process, you can ensure employee redemptions proceed without delay. This article will guide you through navigating the Billing Page, adding and verifying payment methods, making deposits, requesting and viewing invoices, and restricting access to specific users. If you'd like the Billing Page enabled in your Admin portal, please contact your Awardco point of contact.
 

1. Navigate to Billing Page
2. Adding a Payment Method
3. Verifying a Payment Method
4. Making a Deposit via Debit/Credit Card
5. Making a Deposit via ACH Payment
6. Requesting an Invoice
7. Viewing Generated Invoices
8. Determine Who Has Access to the Billing Page

Navigate to Billing Page

Follow these steps to access the Billing Page:

1. Click the Admin button in the top right corner to access the Admin portal.
2. Select the Billing tab at the top of the screen.

Adding a Payment Method

To add a payment method:

1. Go to the Payment Methods tab and click Add Payment Method.

For Debit/Credit Card:

• Enter the card number, expiration date, CVC number, billing country, and zip code.
• Check the agreement box and click Save Payment Method.

For ACH (Bank Account) Payments:

• Toggle to Bank Account.
• Provide the full name associated with the account, account type (Company or Personal), email address, and routing and account numbers.
• Check the agreement boxes and click Save Payment Method.

Verifying a Payment Method

After adding a payment method, it will need to be verified by your bank or debit/credit card company. Here's how to verify it:

1. Click the three-dot icon next to the payment method and select Verify.
2. Your account will be verified via one of two methods:
   • Micro Deposits: Confirm the amounts of two small deposits made to your account.
   • Verification Code: Confirm a code found in the description of a $0.01 deposit sent to your account.
3. Once you’ve entered the verification information, click Verify Account.

Making a Deposit via Debit/Credit Card

To deposit funds using a debit or credit card:

1. Click Add Funds and enter the deposit amount.
2. Select Card as the payment type.
3. Enter an email address for deposit confirmation and add a note detailing the reason for the deposit.
4. Review the payment breakdown. Deposits made with a debit/credit card include a variable processing fee
   • $0–$499.99 = 5% fee
   • $500–$999.99 = 4% fee
   • $1,000+ = 3% fee
5. Click Continue.
6. Confirm your card’s CVC and select Process Payment.

The payment submission will appear under the Processed tab on the Billing page.



 

Making a Deposit via ACH Payment

To make a deposit using an ACH (bank) payment:

1. Click Add Funds and enter the deposit amount.
2. Select Bank Account as the payment type.
3. Provide an email address for confirmation and add a note detailing the deposit’s purpose.
4. Review the payment breakdown and click Process Payment.

The payment submission will appear under the Pending tab on the Billing page. ACH payments take 3 to 5 business days to process.

Requesting an Invoice

To add additional funds to your redemption account or to pre-fund a large program, use the "Request Invoice" feature on the Billing Page. Follow these steps to request an invoice: 

1. Navigate to the Invoices tab, then click Request Invoice.
2. Enter the requested invoice amount and click Continue.
3. Specify if the invoice is for pre-funding a program/budget/metadata group:
   • If yes, select the program/budget/metadata criteria you are looking to prefund. 
4. Provide the necessary details:
   • Email Address: Where the invoice confirmation will be sent.
   • PO Number: This is typically an internal or unique identifier for your organization.
   • Note: Add any relevant information or reason for the invoice request.
5. Review the payment breakdown, then click Submit Request. A confirmation notice will appear, notifying you that your request has been successfully submitted. Invoices requested are sent within 24-48 business hours of submission. 

Viewing Generated Invoices

To view past invoices:

1. Go to the Invoices tab to see all previously generated invoices, including the date requested, type, amount, and status.
2. Click the invoice name to download it as a PDF.
3. To view more details, click the three-dot icon next to the invoice and select View Invoice.
4. If you'd like to pay an invoice using a debit/credit card or ACH, click Pay Invoice.

Determine Who Has Access to the Billing Page

Control who can access and edit the Billing Page through the Roles and Permissions feature:

• Super Admins: By default, Super Admins have full access to all platform permissions.
• Other Users: If you'd like specific users (such as those in the finance department) to access the Billing Page, it's recommended to create a separate role. Assign this role in Role Settings and grant the following permissions in Permissions Settings:
  • Billing
  • View Funding Summary
  • View Points Summary

If you have any questions, please contact Awardco Admin Support.