Admin Setup How to manage Admin and CSR users How to Upload Account and Bill Files How to view Admin Reports

CSR Setup How to review payer information How to manage payer accounts How to send a one-time payment link to an unenrolled payer How to make a payment to a customer account How to cancel and refund payments How to set up and cancel recurring payments How to edit invoices How to add, edit or delete a payment category How to add or edit an account balance