Automatic payments

To access the Billing information for your ShiftNote account, you must have Company Admin access. For more information on ShiftNote Access levels, click here.

By selecting to pay for your ShiftNote account using auto pay, your monthly, quarterly or yearly invoices can be paid automatically by credit or debit card.

Setting Up Automatic Payments

  1. To activate automatic bill pay, log into your ShiftNote account and click the Admin icon
  2. Click the billing section
  3. Click the Settings tab
  4. Click Edit link next to the location you would like to enable automatic bill pay for
  5. A popup will open asking you to enable automatic bill pay, agree to the terms and services, and enter your credit or debit card information
  6. Hit Save and your account is now setup to accept automatic payments

auto billing