Billing

As the account holder you have the ability to view billing and subscription details, update payment method and view invoices.

1. MY ACCOUNT

   • Click on 'My Account' to edit your information. 

2. INVOICES

   • Click on 'Invoices'.

   • Here you will see a compilation of all invoices for you account that have been created. 

   • Click on 'View' to the far right of the particular invoice you would like to see details of.

   • Click on 'Download PDF' on the top left if you would like to save the invoice.

3. PLAN TYPE / STATUS

   • Plan Name

   • Monthly subscription amount

   • Next Billing date

   • Plan Status

4. PLAN DETAILS

   • Subscription Start date

   • Current Balance 

   • Agent Fee (If applicable)

5. BILLING DETAILS

   • Click on Update Payment Method to update card on file. 

If you are experiencing issues updated your payment information, please reach out to [e-mail] for more options. 

Disclaimer: This feature is exclusively accessible to Admins with Payment Access. If you are not an Admin with Payment Access, please consult with your organization's administrator for assistance or further information.