Add or Update Payment Method


Step 1 — Open Menu ☰

Click the Menu button in the top-left corner.


Step 2 — Open Payment 💳

Select Payment from the side menu.


Step 3 — Add a Payment Method ➕💳

Click the + button.
Enter:
• Billing information
• Receipt email
• (Optional) Assign the card to a company


Step 4 — Assign to Company (If Needed) 🏢

To assign a card to a company:
• Go to Menu → Companies
• Add the company if it has not been created
• Return to Payment and select the company when adding or editing the card


Step 5 — Save Payment Method ✅

Once added, the card is available for test report submission fees.


Step 6 — Email Receipts 📧

After a passing test report submission, a receipt will be emailed.


Add Funds to a Company (Optional)

Add funds to your company balance to avoid per-test transactions.

Step 1 — Open Menu ☰

Click the Menu button.


Step 2 — Select Companies 🏢

Click Companies from the side menu.


Step 3 — Add Funds ➕💰

Find the company and click + Funds.


Step 4 — Complete Payment 💳

Select amount using + / −

Choose assigned card

Click Pay and Add

After selecting the company in the test report, those funds will be available when submitting a passing report.

Previous
Previous

How to Update a Certification

Next
Next

How to Update a Pressure Gauge Calibration