Certificate Manager: Can I pay for my contractor's policies?

If you'd like to pay for your contractors policies with the Certificate Manager, you can! Payment Methods can be added to a Project while you build them, or you can add them to a Project later on. 

 

When building or editing a Project, you'll see an "Advanced Requirements" section towards the bottom. One of those advanced requirements is a Payment method, click to add one.

 

Once you've added a payment method to the Project, you can send add contractors who can buy a policy. Important to note, for security purposes you have to add a contractor by email in order to pay for their policy. We'll only allow contractors to purchase a policy with your card if their email matches the one you've added. Naturally, your Card information is hidden from them. 

 

All policies purchased with your card will be tracked in a new "Payments" tab in the main menu. You'll have detailed tracking to see how much each contractor has spent each month for you to invoice them later, or deduct it from their pay.

Updated

Was this article helpful?

6 out of 12 found this helpful

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.