Internal: Pre-paid Web Services Balance

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Firms can now post a Prepaid Web Services Balance onto their account. This will allow the customers who are hesitant to have a credit card on file put money onto their account, without having to save any credit card information in our system.

To view the balance for Pre-Paid Web Services funds in EMS, complete the following steps:

  1. Open firm in EMS
  2. Navigate to Firm > Firm Clients > Web Services 09 and Forward
  3. The balance is indicated on the same line as the Total Estimated Bill