Billing and Payments

With Edgewise Payments, you can charge and transfer funds from your buyers to your bank account(s). Charge for things like upgrades, deposits, and change orders by securely connecting your accounts with Edgewise.

If you would like to use Edgewise Payments, please contact us at support@edgewise.io.

Managing your payment accounts:

1. Navigate to your organization settings (Organization > Settings) and select “Payments.”
2. If this is your first time setting up payments, you’ll need to submit your organization information and an EIN.
3. Before you are set up, you’ll need to meet three requirements:
4. Add a new bank account by clicking “Add Account” and securely adding your account information.
5. Adding an authorized representative of your organization to manage payments by clicking “Add Representative” and entering the required information
6. Adding an owner who controls 25% or more of your organization by clicking “Add Owner” and entering the required information.

Billing

You can easily manage your Edgewise invoices in your organization settings and set up autopay to a credit or debit card.

1. Navigate to your organization settings (Organization > Settings) and select "Billing."
2. Click “Add Credit/Debit Card” to add your billing information.
3. Your card on file will be charged depending on your contract agreement.