The Payment dialog allows Credit Card and ACH Payments to be edited in the Amicus Cloud Client Portal.
To edit a payment method in the Client Portal:
1. Double-click on an invoice in the Billing tab or select an invoice and click the Open icon in the taskbar. The Payment dialog displays when there is an existing valid Payment Method on the primary contact.
2. A drop-down list displays in the Payment Method field if there are multiple payment methods.
● If there is
no valid Payment Method, click Add
to display the Payment Information web form.
Complete the fields and click Submit to complete
the process.
● To edit an
existing credit card or ACH payment, select a payment method in the Payment Method field and click Edit
to the right of this field to display the Update Payment
Method dialog.
● You can edit the Name on the card, Billing Address, Email for notification and the Expiration Date for a Credit Card.
 |
Note: The Credit Card and E-Check / ACH radio buttons are disabled, as well as the Card Number. |
● Configure Client Portal for the firm
● Set a firm member's Portal rights
● Invite a client to the Portal
● Check a client's or file's Portal status
● Manage a client's Portal access
● Share documents, notes, appointments, and tasks with clients
● Share file custom fields with clients
● View a list of items shared with clients on a file
● Apprised of changes made by clients or firm members
Amicus Cloud Help Topics (Copyright January 2021)