Wecounsel offers you a billing system where you can receive out of pocket payments from your clients. All you need to do is provide us with your bank account number and routing number.
This process can be accomplished by following these steps:
- Login using the account email and password provided at the initial sign up.
- Click the Settings tab located at the top of the page and then under the Main tab find the Billing category and click Billing On. Be sure to scroll all the way to the bottom of this page and click Update. (Selecting this option will require all of the clients you add to enter their credit card information when they attempt to register their account)
- At this point the system will prompt you for your bank information. This can always be updated or changed under Settings>Bank Account tab. Enter your account number and routing number. Then click Add Account. This will allow you to begin receiving payments through the platform.
If you have billing turned on, your clients will be required to enter their credit card information when they register. Their cards will save to their accounts, and will be charged only after you bill the clients for their sessions. Your clients will be notified via email notification if the card on file ever expires or is declined.