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Payment Methods

Curriculum

  • 3 Sections
  • 16 Lessons
  • 10 Weeks
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  • Via Credit Card
    10
    • 1.1
      1. Help email will receive an email from Adobe Sign with a Credit Card Authorization Form.
    • 1.2
      2. Open Adobe Sign Credit Card Authorization Form.
    • 1.3
      3. Go to the Bendigo site: https://bendigo.ap.gateway.mastercard.com/ma/ and log in.
    • 1.4
      4. Once logged in, click on Create a New Order.
    • 1.5
      5. Input necessary details and copy from the form:
    • 1.6
      6. After filling out the necessary details, double-check everything before clicking submit.
    • 1.7
      7. If payment was successfully processed, save the transaction receipt by clicking on print then “Save as PDF”.
    • 1.8
      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).
    • 1.9
      9. Also, save the Signed Credit Card Authorization Form in Dropbox.
    • 1.10
      Note: Do not save credit card details to your computer.
  • Via Bank Transfer
    2
    • 2.0
      1. Once proof of payment is received, please save it to the Client’s Dropbox folder.
    • 2.1
      2. Go to Dropbox > Wealth Safe > Client’s Folder > Invoices > Filename: YYMMDD Proof of Payment $XXXX.
  • Via PayPal
    4
    • 3.0
      1. Help will receive an email notification for the PayPal payment.
    • 3.1
      2. Take a screenshot of the transaction.
    • 3.2
      3. Save proof of transaction receipt to the client’s Dropbox folder.
    • 3.2
      4. Go to Dropbox > Wealth Safe > Client’s Folder > Invoices > Filename: YYMMDD Proof of Payment $XXXX.
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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).
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Note: Do not save credit card details to your computer.
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