Invoice Process & Overview

This guide explains how monthly invoicing works at Plastix Marketing, how to pay, how to download invoices, and how to set up your client portal for saved payment methods and AutoPay.

When invoices are sent (and when they’re due)

• Invoices are sent on the 5th of every month

  Your invoice due date depends on your contract terms:

  • Due on the 15th, or
  • Due on the 20th

You’ll receive the invoice by email on the 5th.

What your invoice email includes

In the invoice email, you’ll see:

• Due date

  Invoice number

  Two totals:

  • ACH amount
  • Credit card amount

Credit card technology fee

If you pay by credit card, a 3.75% technology fee is added on top of the invoice amount. That’s why the credit card total may be higher than the ACH total.

How to pay your invoice

1. Open the invoice email sent on the 5th

2. Click “View & Pay”

   You’ll be taken to our invoicing platform, Biller Genie (you may notice “Biller Genie” in the URL)

   Choose your payment method:

   • ACH (bank transfer)
   • Credit card (includes the 3.75% technology fee)

How to download a PDF copy of your invoice

If you need a printable invoice for your records:

1. Click “View & Pay” from the invoice email
2. Click “View Invoice”
3. Download or print the PDF version

Understanding bundled line items

On newer plans, invoice line items may appear bundled (grouped together).

If you want to see the detailed breakdown of what’s included in a bundled item, refer to your contract, which outlines the included services and pricing structure.

Client portal setup (required to save a payment method)

To save a payment method (card or ACH) for future payments, you’ll need to register for the client portal.

Why register?

Registering lets you:

• Save a credit card or ACH on file
• Enable AutoPay (optional)
• View past invoice history tied to your account

Important: Who can register?

Only the main contact on file (the person receiving the invoice email) can register for the portal.

If you want a different person to manage invoicing:

• Contact us and we can update the main billing email
• We can still keep additional recipients on the account to receive invoices each month

How to add ACH (bank) payment details

When selecting ACH:

1. Enter your business checking information
2. Save/store the payment method for future use

How to add a credit card on file

When selecting Credit Card:

1. Enter your card details

2. Save/store the payment method for future use

   (Remember: credit card payments include the 3.75% technology fee.)

AutoPay (optional)

You can choose to enable AutoPay after adding a payment method.

• If enabled, your invoice will automatically pay on the invoice due date
• AutoPay is not required
• Saving a payment method on file is required

Need help with invoicing?

For any invoicing or payment questions, email:

• accounting@plastixmarketing.com