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Blueleaf Billing: Setting Up a Payment Account Number

Last Updated: Nov 30, 2017 02:12PM EST
This article covers the steps for setting up a Payment Account. This will specify the specific account where you want a fee to be debited from.


1. Click on the "Fees" tab




2. Scroll over the pencil icon next to the household name, and select "View Client Details"




3. A screen will pop out from the right, scroll down until you see a list of accounts within the household.




4. Click the pencil icon next to the account you want to set up the payment account for.




5. Scroll to the bottom of the page, select the dropdown menu under "Payment Account" and select the account within that household. Finish by pressing save.





If you have any questions or encounter any problems while completing these steps, contact us at vipsupport@blueleaf.com.

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