Table of Contents

• Accessing the Billing and Payment Portal
• Open Invoices
• Paid Invoices
• Auto Pay

Accessing the Billing and Payment Portal:

1. Log into your CAKE Admin Portal.
2. Select the Billing and Payment Icon.
3. Within the Billing and Payment section, you'll find three tabs: Open Invoices, Paid Invoices, and Auto Pay.

Open Invoices:

The Open Invoices tab displays any current invoices that require payment.
 

1. Select the checkbox next to the invoice.
2. Confirm that the billing information displayed is correct.
3. Choose a payment type (credit card or ACH).
   • For credit card payments, opt to use a card on file or add a new card for payment.
   • For ACH payments, opt to use ACH on file or enter new ACH account details for payment. 

Paid Invoices:

The Paid Invoices tab showcases all previously paid invoices. 

Viewing & Downloading An Invoice:

• Simply click on the Invoice Number, and the invoice will download directly to your computer.

Auto Pay:

The Auto Pay tab allows you to set up automatic payments either through credit card or ACH/bank account.

Setting Up Auto Pay:

• To set up an Auto Pay method, simply select a primary payment type (credit card or ACH) from the drop down, then select Set Auto Pay.
• The primary account will be automatically charged when payment is due, streamlining the payment process and ensuring timely payments.