1. Help email will receive an email from Adobe Sign with a Credit Card Authorization Form.

2. Open Adobe Sign Credit Card Authorization Form.

3. Go to the Bendigo site: https://bendigo.ap.gateway.mastercard.com/ma/ and log in.

4. Once logged in, click on Create a New Order.

5. Input necessary details and copy from the form:

6. After filling out the necessary details, double-check everything before clicking submit.

7. If payment was successfully processed, save the transaction receipt by clicking on print then “Save as PDF”.

8. 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).

9. Also, save the Signed Credit Card Authorization Form in Dropbox.

Note: Do not save credit card details to your computer.

1. Help will receive an email notification for the PayPal payment.

2. Take a screenshot of the transaction.

3. Save proof of transaction receipt to the client’s Dropbox folder.

4. Go to Dropbox > Wealth Safe > Client’s Folder > Invoices > Filename: YYMMDD Proof of Payment $XXXX.