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Client Portal

PostedOctober 26, 2023
UpdatedApril 24, 2024
Byadmin
Table of Contents

We want to make working with us as easy as possible! With that goal in mind, we are excited to offer our easy-to-use client portal.

Usage Terms: Enrolling as a client portal user and adding a payment method will enroll your organization in account autopay. Products obtained through DTS direct-cost procurement services and non-covered reduced rate services will be charged to your default payment method weekly on Mondays. Your monthly service agreement is charged between the 1st and 10 of each month.  We provide a 3% discount on monthly support agreement invoices if you choose the ACH (bank account) payment method and autopay is enabled.  If you wish to disable autopay, reply to any invoice or contact our accounting department.

Portal Access

  1. Navigate to Portal: Open a web browser on your computer or mobile device and navigate to our Client Portal.

  2. Log In: Enter your organization email address, enter your password, and click “Sign In” button.

  • If you don’t remember your Client Portal password, click the “Reset Login or Password” link on the login page, enter your email address (the same address we send invoices to) and a password reset link will be emailed to you.
  • If you have not used our client portal before and would like access, simply click “Request Account” button, enter your contact information, and if you are authorized by your organization to access billing information, we will set up a portal account and contact you once complete

Dashboard & Functions

On our client portal dashboard, you have the following options:

Open Invoices: View invoice detail and open invoices. 

Invoices: View all paid and unpaid invoices including invoice detail.

Payments: View all transactions and associated invoices paid per transaction.

AutoPay: Managed by DTS accounting department.

Service>Tickets: View all open/closed Support Tickets and ticket details.

Service>Projects: View open project names and statuses. 

Service>Quotes: View open proposal names and statuses. 

Add a New Credit Card Payment Method

For Bank Account payment method, skip to the next section.

  1. Navigate to Portal: Open a web browser on your computer or mobile device and navigate to our Client Portal.
  2. Click “New Payment Method”: Scroll down to middle of portal dashboard and click “New Payment Method” button.                 

  3. Select Credit Card Payment Method: Select “Credit Card” payment method option and click “Next” button on lower right hand corner.                                                                                                                

  4. Create Credit Card Payment Method: For Credit Card payment method, enter information as follows.

    1. Friendly Name: “Credit Card” (without quotes)
    2. First Name: Card holder first name
    3. Last Name: Card holder last name
    4. Credit Card Number: Enter your credit card number
    5. Month Expiration: 2-digit card month expiration
    6. Year Expiration: 4-digit card year expiration
    7. Click “Next”: Click “Next” button                                                                                                       
    8. Address: Card holder billing address
    9. Address Line 2: Secondary address information such as floor or suite number
    10. City: Billing address city
    11. State/Province: Billing address state
    12. Postal Code: Billing address postal code
    13. Phone Number: Card holder phone number associated with account
    14. Email Address: Card holder email address associated with account
    15. Click “Next”: Click “Next” button                                                                                       
    16. Authorize Payment Method & Submit: Click to select “I authorize the use of this payment method to settle transactions in this portal” option, and click Submit”.               

Add a New Bank Account (ACH) Payment Method

  1. Navigate to Portal: Open a web browser on your computer or mobile device and navigate to our Client Portal.
  2. Click “New Payment Method”: Click “New Payment Method” button                           

  3. Select Bank Account Payment Method: Select “Bank Account” (ACH) payment method option and click “Next” button on lower right hand corner.                                                         
  4. Create Bank Account Payment Method: For Bank Account payment method, enter information as follows.
    1. Friendly Name: “Bank Account” (without quotes)
    2. Account Name: Registered account holder first and last name or company name
    3. Routing Number: Bank routing number (can be obtained from a check as shown below)                                                                                                                               
    4. Confirm Routing Number: Confirm same number
    5. Account Number: Bank account number (can be obtained from a check as shown below)                                                                                                                                 
    6. Confirm Account Number: Confirm same number
    7. Account Type: Checking
    8. Account Holder Type: Business
    9. Click “Next”: Click “Next” button                                                                                         
    10. Address: Bank account holder billing address
    11. Address Line 2: Secondary address information such as floor or suite number
    12. City: Billing address city
    13. State/Province: Billing address state
    14. Postal Code: Billing address postal code
    15. Phone Number: Bank account phone number associated with account
    16. Email Address: Bank account email address associated with account
    17. Click “Next”: Click “Next” button                                                                                     
    18. Authorize Payment Method & Submit: Click to select “I authorize the use of this payment method to settle transactions in this portal” option, and click Submit”.               

Manage Existing Payment Methods

Click three dots to right of “Manage” (below “New Payment Method” button) to to edit or delete existing payment methods.                                                                                           

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