How to Edit the Payment Instructions

Overview 

Cloudpermit allows users to include payment instructions for bills. This article explains how those instructions can be written and modified.

How to Edit the Payment Instructions

  1. Log into Cloudpermit at ca.cloudpermit.com 
  2. Click your name at the top right
  3. Click on Fees
    • Please note, if you don't see this option, it may be because the fees management has not been turned for your municipality. If you're unsure about this, please reach out to our support team by clicking here
  4. Scroll down to OTHER SETTINGS and click Open
  5. Click Edit
  6. Type in your desired payment instructions in the Payment instructions text box seen below
  7. When you're done typing in your payment instructions, click the Save button
  8. Success!
    • The payment instructions you configure will appear under the Fees & Payments section of workspaces on Cloudpermit, and additionally will be included in an automated email to the applicant, property owner, and payer once a bill is confirmed 

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