To update your payment information:

• Hover your mouse over “My Account” at the top, right of the screen (above the cart icon).
• Click on “My Profile & Preferences” in the drop down.
• From your Profile page, click the "Payment" tab. Here you can add or edit the credit cards or checking accounts we have on file, change your default payment preference, or update your payment method (i.e. bill me later, pay by card).
• Click the Edit icon to begin editing any information that needs to be updated.
• Click the "Save" or "Update" button to finalize your changes.

NOTE: 1. Default payment preferences are inherited from the payer account (i.e. bill me, pay immediate, or pay at temrs), but each shipping location has its own payment methods (cards/checking accounts).
2. Cards added here will be visbile to any other user who has a user ID associated with your account.
3. If your account is a payer location, adding a card here will not make accesible to users assocated with a shipping location. However, users associated with the same account as you will see the payment method.

To update your electronic billing information:

• Hover your mouse over “My Account” at the top, right of the screen (above the cart icon).
• Click on “My Profile & Preferences” in the drop down.
• From your Profile page, click the "Billing" tab. Here you can update settings around account statements and invoices.
• Click the Edit icon to begin editing any information that needs to be updated.
• Click the "Save" or "Update" button to finalize your changes.

This option will only be available if your account is responsible for bill payment.

To view and download copies of your invoices:

• Hover your mouse over “My Account” at the top, right of the screen (above the cart icon).
• Click on “Order History” in the drop down.
• You'll be able to search using the options in the left rail or you can click the order number to review the order details.
• Click the invoice link from the coordinating order to view. You can also use the left hand filters to search for specific invoices. Be sure to click the "Apply Filters" button to narrow your results.

You can download information on this page into a spreadsheet or PDF using the icons in the upper right corner.

To view your statements:

• Hover your mouse over “My Account” at the top, right of the screen (above the cart icon).
• Click on “Statements” in the drop down.
• On this page you'll see a list of statements to choose from.
• Click "View" to see your statement on screen OR Click "PDF" to open a downloadable PDF version of your statement. 

To apply a credit:

• Hover your mouse over “My Account” at the top, right of the screen (above the cart icon).
• Click on “Make A Payment” in the drop down.
• When the page loads, your credits will appear in the section labeled "Credits" at the top of the page. If you do not have any available credits, you'll see a message stating  "You have no available credits".
• Select the credit you wish to apply by clicking the circle next to the credit number.
• The select an invoice from the drop down labels "Apply to".
• Scroll down to the bottom of the table and click the "Continue" button.
• VaxServe.com will guide you step by step through applying your selected credits.
• Once all steps have been completed and you click "Submit", you may download a reciept.

NOTE: You'll need to apply credits and pay invoices as two separate actions. Make sure you use your credits first, then you'll be able to schedule the remaining invoice balance for payment. The "Make A Payment" page will only be accessible if your account is responsible for bill payment.

Resources

Invoice & Payments Quick Guide

View

To view your available credits:

• Hover your mouse over “My Account” at the top, right of the screen (above the cart icon).
• Click on “Make A Payment” in the drop down.
• When the page loads, your credits will appear in the section labeled "Credits" at the top of the page. If you do not have any available credits, you'll see a message stating  "You have no available credits".

NOTE: The "Make A Payment" page will only be accessible if your account is responsible for bill payment.

Resources

Invoice & Payments Quick Guide

View

To pay an open invoice:

• Hover your mouse over “My Account” at the top, right of the screen (above the cart icon).
• Click on “Make A Payment” in the drop down.
• When the page loads, scroll down to the section labeled "Open invoices".
• Select the invoice you wish to  pay by clicking the circle next to the invoice number.
• Then select "Pay Now" or "Pay at terms" from the payment dropdown.
• Enter the amount you wish to pay in the "Payment amount" field at the end of the table.
• Repeat this process if you wish to pay multiple invoices at the same time.
• Once you have all of your invoices selected, scroll down and click the "Continue" button
• VaxServe.com will guide you step by step through scheduling your selected invoice payments.
• Once all steps have been completed and you click "Submit", you may download a reciept. You will the scheduled invoice(s), in the "Scheduled payments" section at the bottom of the  "Make A Payment" page.

NOTE: You'll need to apply credits and pay invoices as two separate actions. Make sure you use your credits first, then you'll be able to schedule the remaining invoice balance for payment. The "Make A Payment" page will only be accessible if your account is responsible for bill payment.

To set up your payment information for use in checkout:

• Hover your mouse over “My Account” at the top, right of the screen (above the cart icon).
• Click on “My Profile & Preferences” in the drop down. 
• From your Profile page, click the "Payment" tab. Here you can add or edit the checking accounts and/or credit cards we have on file. You can also set up your payment preferences for you credit cards or change your default payment method.
• Click the edit icon, make any changes needed, then click "Save" to complete.

These options will be accessible to you in the payment dropdown at checkout. Your default payment method will be selected automatically.

These option will only be available in "My Profile & Preferences" if your account is responsible for bill payment. If your account is not responsible for bill payment, you will still be able to access payment options set up by your payer during checkout. Please work with your payment administrator to make updates to payment options.

To view an open invoice:

• Hover your mouse over “My Account” at the top, right of the screen (above the cart icon).
• Click on “Order History” in the drop down.
• You can click the order number to review the order details
• Click the invoice link in the table from the coordinating order to view a PDF copy.
• You can also use the left hand filters to search for specific orders or invoices. Be sure to click the "Apply Filters" button to narrow your results.
• If you'd like to only view open invoices, you will need to visit the "Make a Payment" page.

To view your payment history:

• Hover your mouse over “My Account” at the top, right of the screen (above the cart icon).
• Click on “Payment History” in the drop down.
• When the page loads, you'll see the "Payment summary" graph at the top with a list of your completed payments below. The data in this table can be downloaded to a spreadsheet or PDF using the icon in the upper right corner of the table.
• Click the invoice link in the table to view a PDF copy of the invoice.
• You can also use the left hand filters to search for specific PO's or invoices. Be sure to click the "Apply Filters" button to narrow your results.

This option will only be available in "My Account" if your account is responsible for bill payment.