You can make a payment using your credit card or digital wallet.
- Credit Card: You can instantly make a payment using your credit card. Your credit card details will never be stored.
- Digital Wallet: You can allocate funds towards a task using your digital wallet and once you're happy with the work being complete you can release the funds. You can also instantly make a payment using your digital wallet.
To make a payment within a task:
- Navigate to the task you wish to make a payment for.
- Click the "Payments" tab
- Click the orange button to either allocate a payment or approve a payment.
- A window will popup prompting you to select a payment method: Credit Card or Wallet.
- Credit Card: Enter your credit card details as prompted and click the orange "Pay Now" button.
- Wallet: You will be prompted to either "Pay Now" or "Allocate" your funds.
To make a payment within "Financials" feature:
- Navigate to the "Spend vs Budget Tracker" tab.
- Click on the cost centre you wish to make a payment towards.
- Click on the specific task you wish to make a payment towards.
- Click the orange button to either allocate a payment or approve a payment.
- A window will popup prompting you to select a payment method: Credit Card or Wallet.
- Credit Card: Enter your credit card details as prompted and click the orange "Pay Now" button.
- Wallet: You will be prompted to either "Pay Now" or "Allocate" your funds.