This guide provides step-by-step instructions on how to manage payment information within the Omnia Admin Portal.
Alert: This document applies to the following user roles within Omnia:
- Account Administrator
- Partner Administrator
Accessing Payment Info
1. Navigate to Payment Info:
- Go to the Admin Portal and sign in.
- Click the Billing tab to expand it, then select Payment Info.
Payment Information
2. Payment Info Tab:
- Add New Bank Account: Click this button to add a new bank account for payments.
- Primary Bank Account: The primary bank account details are displayed here, with an option to remove it if necessary.
- Add New Credit Card: Click this button to add a new credit card for payments.
- Credit Card Payment Methods: Any credit card payment methods will be listed here, with options to remove them if necessary.
- Automatic Payments: This section shows the status of automatic payments.
- If enabled, you'll see an option to disable automatic payments.
- If disabled, you'll see an option to enable automatic payments.
