Adding Your Financial Information

Adding your Financial Information in Provider Automation ensures that you can do business with ServiceChannel clients. Here, you can manage pertinent financial information that clients need for operational purposes and that need for invoicing and collecting payment faster and easier. 

There are two sections to complete:

  1. Financial Information, which includes Remittance, and Sales Tax, and W-9 form (the United States only), and
  2. My Account, which includes adding a payment method for platform usage fees.

On the Profile Overview page, you will see the Financial Information area.

Section 1: Financial Information 

Financial information consists of completing Remittance for invoicing, Sales Tax registration, a W-9 form (U.S.-based businesses only), Verification for Payment, and Banking. This section is visible to clients who invite you into their Private Network.

Section 2: My Account

Under My Account, add payment methods to your Provider Automation account.

Service Providers can use the Directory Profile section of Provider Automation for free, meaning once your profile is complete, potential clients can find you in our Directory and invite you into their private networks in order to do business, at no charge.

Once your clients start doing business with you, ServiceChannel charges all providers a nominal usage fee for each approved invoice (one percent (1%) per approved invoice, but no more than two dollars ($2.00 USD) per approved invoice). These small fees help us bring you Provider Automation, our mobile application, and various benefits and services.

Confirming Completed Financial Information and Next Step

In the top navigation bar, click Profile Overview to see your Financial Information marked at 100% Complete.

In the next step, complete your Directory Profile so clients can search for your business and potentially invite you into their Private Networks.