Setting up your billing information

The Billing Information page allows you to set up and review the credit card(s) and ACH account(s) you use to pay for your services with WellnessLiving. You can store multiple methods of payment and set a credit card or ACH account as the default mode of payment for all transactions with WellnessLiving.

NoteThe ACH account option is only available for businesses in the United States.

In this article

To set up your billing information:

  1. Click the App Drawer button .
  2. In the App Drawer, click View All.
  3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
  4. On the Setup menu, click Business.
  5. On the Business menu, click Billing Information.
  6. Manage your saved credit cards and ACH accounts (if available):
    • To add a new credit card, click ADD A NEW CREDIT CARD and enter the required information. After entering the information, select Set as default payment method to set the credit card as the default mode of payment for all transactions with WellnessLiving
    • To add a new ACH account, click ADD A NEW ACH ACCOUNT and enter the required information. After entering the details, select Set as default payment method to set the bank account as the default mode of payment for all transactions with WellnessLiving 

Headings on the Billing Information page:

This following information will be visible after you have added one or more credit card(s) or ACH account(s).

Credit Cards

HeadingDescription
Card Type This column displays whether the credit card is VisaMastercardor American Express. 
Card Number This column displays the last four digits of the credit card. 
Name on Card This column displays the name of the credit card holder. 
Expires This column displays the expiry date of the credit card. 
Billing Address This column displays the mailing address associated with the credit card.  
Status This column displays the current state of the credit card. If a credit card’s expiration date has passed, the status is set to Expired. If a credit card has been set as the default mode of payment, the status is Default. 
Action Clicking on the Action button  will display three options: 

  • Edit – Edit the details of the credit card. 
  • Default – Set the credit card as the default mode of payment.  
  • Delete – Delete all stored information for the credit card. This option is only visible for an expired credit card. 

ACH Account

Description
Name of Account This column displays the name of the bank account holder. 
Account Number This column displays the last four digits of the bank account number. 
Account Holder Type This column displays whether the bank account is a business account or the business owner’s personal account.   
Account Type This column displays whether the bank account is a checking account or a savings account. 
Billing Address This column displays the mailing address associated with the bank account.  
Status This column denotes the status of the bank account. If the bank account is selected as the default mode of payment, the status is set to Default. 
Action Clicking on the Action button   will display two options: 

  • Edit – Edit the details of the ACH account 
  • Default – Set the ACH account as the default method of payment. 
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