Pontera

Pontera Billing Setup

1). First, create an Account on the Pontera Platform

2). Go to the Client Page:

3). Click on the pencil icon in the top right of the screen to edit the client:

4). Next, head over to Additional Info tab (this is where you will enter a client's specific fee or update the charge method for the client) :

5). Enter the fee for the client:

6). Under Charge Method, select "Other"

7). From the drop-down, select AdvicePay

8. Click Save (By clicking "Save", the file format will automatically be tailored to the specifications required for upload to AdvicePay.)

Pontera Billing Clients

1). Click on the Billing tab:

2). Select the Billing period and all client accounts that you want to bulk upload for AdvicePay billing:

3). Click on Export Billing File icon at the bottom left of the screen:

(The file is formatted to match the AdvicePay specifications. Once the bulk upload takes place, the AdvicePay system will automatically align each client to their AdvicePay account).