Curriculum
- 3 Sections
- 16 Lessons
- 10 Weeks
Expand all sectionsCollapse all sections
- Via Credit Card10
- 1.11. Help email will receive an email from Adobe Sign with a Credit Card Authorization Form.
- 1.22. Open Adobe Sign Credit Card Authorization Form.
- 1.33. Go to the Bendigo site: https://bendigo.ap.gateway.mastercard.com/ma/ and log in.
- 1.44. Once logged in, click on Create a New Order.
- 1.55. Input necessary details and copy from the form:
- 1.66. After filling out the necessary details, double-check everything before clicking submit.
- 1.77. If payment was successfully processed, save the transaction receipt by clicking on print then “Save as PDF”.
- 1.88. Click Save and save it under the client’s folder in Dropbox (Wealth Safe Client’s folder > Invoices > Filename: YYMMDD Credit Card Order $XXXX Approved – Bendigo).
- 1.99. Also, save the Signed Credit Card Authorization Form in Dropbox.
- 1.10Note: Do not save credit card details to your computer.
- Via Bank Transfer2
- Via PayPal4
