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Shufti back-office has a separate “Billing” section with details and functionalities regarding
payment of verification services/credits. It includes the option for adding new payment methods,
checking the remaining balance, accessing details regarding payments and adding balance to the
account as well.
Follow the given steps for accessing all these details.
On the top right corner, the user can see the remaining balance (in USD) that has already been added
to the account. This is also accessible through the “Dashboard” tab.
Add balance
TimeFrame
Click on the option described below for adding a new card as the payment method,
After adding the card as a payment method, the client can click on the “Add Balance” button to add
credit to the Shufti account using the specified card. Upon clicking on “Add Balance” a popup will appear
A minimum balance of 100 USD needs to be added on each transaction. The client can enter the
desired amount and click on “Pay now” to proceed with the payment.
The client also has an option to download payment history by specifying the time frame for
those payments.
This can be done in two steps:
First, the user should specify the timeframe from the option present on the top right corner and then
click on the option “Verifications from YYYY-MM-DD to YYYY-MM-DD” under the heading of
“Reference/Details”.
Click on “Verifications from YYYY-MM-DD to YYYY-MM-DD”
After going through the above mentioned procedure, a dialogue box opens up that gives the user an
option to sort billing details with respect to verifications.
The user can enter the Reference Number in the field of “Reference” and the billing details will be
displayed against it. Moreover the client can also click on the “Export” button to download
verification billing details of the respective verifications.
Select “Export”
Note: Adding a card as a payment method does not imply that the client will be automatically charged from the card once a verification is performed. The client must add balance to their account after entering the payment method to pay for verifications.