Online Invoicing
To use online invoicing you must be setup by the Treasurer in Zoho Invoicing
Setup Steps:
1. Treasurer creates account
2. Treasurer sends link to create payment portal login
3. Treasurer sends link for Bank Account information to be added
4. You will need to create payment portal login
5. You will need to enter your Bank Account information
Account Number
Routing Number
6. Within 3 days you will receive 2 micro deposits in your bank account
7. Send both amounts to the Treasurer
8. Treasurer enters the micro deposit amounts and Bank Account information is saved
If you have any issues reach out to the Treasurer
Setup Steps:
1. Treasurer creates account
2. Treasurer sends link to create payment portal login
3. Treasurer sends link for Bank Account information to be added
4. You will need to create payment portal login
5. You will need to enter your Bank Account information
Account Number
Routing Number
6. Within 3 days you will receive 2 micro deposits in your bank account
7. Send both amounts to the Treasurer
8. Treasurer enters the micro deposit amounts and Bank Account information is saved
If you have any issues reach out to the Treasurer